Brian Jackson
CFP® Professional & Ops @ MCM Wealth
- Role
- Director of Operations Client Advisor at Mcm Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Brian Jackson
At MCM Wealth, my stewardship as Operations Manager has been marked by a commitment to excellence in client service and a mastery of robust CRM systems. With a diverse background of experience in finance, I have successfully married regulatory knowledge with client relationship management to deliver seamless operations.Previously, as a Customer Experience Lead at Robinhood, my role extended beyond managing inquiries—it included pioneering their first CX Internship program and developing key analytics dashboards. These experiences honed my problem-solving skills and solidified my reputation for driving customer satisfaction and continuous improvement through innovative solutions.
Experience
Director of Operations Client Advisor
Jul 2025 — Present · Denver, CO, US
Education
University of Colorado Boulder
Bachelor's degree, Economics
2012 — 2017
University of Colorado Boulder - Leeds School of Business
Business Minor - Finance, Business Analytics
2013 — 2017
Skills
- Life Insurance
- Finance
- Time Management
- Social Media
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Customer Service
- Management
- Insurance
- Social Networking
- Event Planning
- Microsoft Word
- Team Leadership
- Health Insurance
- Financial Analysis
- Marketing
- Leadership
- Public Speaking
- Teamwork
- Microsoft Office
- Sales
- Series 7
- Research
- Microsoft Powerpoint
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