Clarissa Hobson
Director of Financial Planning
- Role
- Director of Financial Planning at Focus Partners
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director of Financial Planning
Jun 2016 — Present · Greenwood Village & Colorado Springs, CO, US
Education
The Westminster Schools
High School Diploma
1993 — 1997
The University of Edinburgh
Study Abroad
2000 — 2000
The University of the South
B.A., Political Science
1997 — 2001
Skills
- Retirement Planning
- 401k
- Asset Managment
- Mutual Funds
- Asset Allocation
- Risk Management
- Marketing
- Investment Advisory
- Coaching
- Microsoft Excel
- Customer Service
- Pensions
- Fundraising
- Portfolio Management
- Wealth
- Finance
- Asset Management
- Leadership
- Retirement
- Strategic Financial Planning
- Event Management
- Investment Strategies
- Strategic Planning
- Insurance
- Employee Benefits
- Microsoft Office
- Sales
- Financial Planners
- Securities
- Estate Planning
- Public Speaking
- Wealth Management
- Financial Analysis
- Organizational Leadership
- Investments
- Financial Advisory
- Uniform Combined State Law
- Iras
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