Jack Oman
- Role
- Financial Planning Specialist Financial Advisor at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jack Oman
I entered the financial industry because I saw firsthand while growing up, that hard work…
Experience
Financial Planning Specialist Financial Advisor
Oct 2020 — Present
As a Financial Planning Specialist, I am able to deliver a more complex level of financial planning to my clients. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: For more information on the designation(s), go to: https://advisor.morganstanley.com/the-champion-group NMLS#: 17•••03 CA Insurance License #:
Skills
- Microsoft Office
- Customer Service
- Project Management
- Leadership
- Microsoft Word
- Microsoft Powerpoint
- Management
- Research
- Microsoft Excel
- Public Speaking
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