John Fonaas
- Role
- Cla (Cliftonlarsonallen) at CLA (CliftonLarsonAllen)
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Fonaas
Before joining CliftonLarsonAllen I’ve worked at Russell Investments, Wells Fargo…
Experience
Cla (Cliftonlarsonallen)
Present
Skills
- Mutual Funds
- Customer Service
- Finance
- Iras
- Financial Services
- Portfolio Management
- Retirement Planning
- Equities
- 401k Rollovers
- Salesforce.com
- Ta2000
- Asset Allocation
- Wealth Management
- Fundamental Analysis
- Sales
- Educational Seminars
- Microsoft Dynamics
- Investments
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