Jeannie Brown
Senior Client Management Consultant at CAPTRUST
- Role
- Senior Client Management Consultant at CAPTRUST
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeannie Brown
Jeannie is a self-starter with over 18 years in the financial services industry. A…
Experience
Senior Client Management Consultant
Dec 2018 — Present · Tampa/St. Petersburg, FL, US
Retirement Planning, Institutional Client Services
Skills
- Commnication
- Mutual Funds
- Finance
- 401k
- Series 7
- Leadership
- Problem Solving
- Series 66
- Finra
- Uniform Combined State Law
- Life, Health & Variable Annuity License
- Relationship Management
- Fixed Annuities
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