Jonathan Palk
Changing the World One Life at a Time
- Role
- Financial Professional at Peachtree Planning
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
About Jonathan Palk
I help people realize the financial decisions they make today impact future generations…
Experience
Financial Professional
Jun 2024 — Present · Knoxville, TN, US
I help others gain control over their finances which gives them the confidence for long term.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
United States Sports University
Masters, Sports Management
2001 — 2002
Highlands Ability Battery
Career Exploration/Awareness Skills
iPEC
Certified Professional Coach, Energy Leadership Index Master Practitioner, Life Purpose/Transitions Coaching
2017
Freed-Hardeman University
BA, Finance
1996 — 2000
Skills
- Training
- Budgets
- Outlook
- Team Building
- Management
- Insurance
- Customer Service
- Financial Analysis
- Human Resources
- Microsoft Office
- Sales
- Recruiting
- Employee Relations
- Microsoft Word
- Team Leadership
- Inventory Management
- Coaching
- Account Management
- Powerpoint
- Microsoft Excel
- Account Reconciliation
- Marketing
- Public Speaking
- Event Planning
- Leadership
- Accounts Receivable
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