Jessica Forrest
Wealth Planning at Austin Asset
- Role
- Wealth Planning at Austin Asset at Austin Asset
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jessica Forrest
Austin Asset goes beyond traditional wealth management. As partners in our clients\'…
Experience
Wealth Planning at Austin Asset
Jan 2020 — Present · Austin, TX, US
Education
St.Edward's University
BA Business Management
2002 — 2010
St.Edward's University
MBA, Business Administration and Management
2010 — 2015
Skills
- Cash Management
- Options
- Leadership Development
- Financial Analysis
- Entrepreneurship
- Cross-Functional Team Leadership
- Marketing Strategy
- Compliance Management
- Business Planning
- Operations Management
- Management
- Strategic Planning
- Grant Reviewing
- Product Management
- Investment Advisory
- Trading
- Marketing
- Competitive Analysis
- Equities
- Contract Negotiation
- Leadership
- Strategic Financial Planning
- Business Strategy
- Project Management
- Mutual Funds
- Financial Modeling
- Public Speaking
- New Business Development
- Business Development
- Investments
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