Dennis Johnson
Vice President, Financial Consultant
- Role
- VP Financial Consultant at Charles Schwab
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
Experience
VP Financial Consultant
Feb 2024 — Present · Eugene, OR, US
I work with Charles Schwab clients in the Eugene, OR area by providing wealth management and financial planning advice. I advocate on behalf of my clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team internal specialists to help clients fulfill their goals and dreams.
Education
Brigham Young University - Idaho
Business Management, Entrepreneurship/Entrepreneurial Studies
2012 — 2018
Skills
- Iras
- Life Insurance
- Finance
- Long Term Care Insurance
- Microsoft Word
- Financial Analysis
- Series 7
- Investments
- Financial Advisory
- Uniform Combined State Law
- Ira's
- Options
- Asset Management
- Fixed Income
- 401k
- Securities
- Estate Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Employee Benefits
- Wealth Management
- Defined Benefit
- Word
- Customer Service
- Pensions
- Credit
- Equities
- Investment Strategies
- Alternative Investments
- Client Service
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Series 6
- Insurance
- Series 24
- Investment Management
- Coaching
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