Joe Volcheck
Associate Advisor at Brighton Jones
- Role
- Associate Advisor - Senior Analyst at Brighton Jones
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Joe Volcheck
As a Senior Analyst in the advisor space at Brighton Jones, I work with a variety of clients and colleagues to provide excellent financial planning services in our Portland office. I enjoy working with others on a team which I am grateful to do each day in my role. I assist our clients in the operational space, which includes paperwork, money movement, and client communication. I also play a role in new client onboarding, client meeting preparation, and client meeting presentation. I am working towards gaining my Certified Financial Planner (CFP) certification to help provide the best service for our clients.
Experience
Associate Advisor - Senior Analyst
Aug 2021 — Present · Portland, OR, US
Education
Creighton University
Bachelor of Science (BS), Healthcare Administration and Policy, Economics Minor
2012 — 2016
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