Jonathan Palk

Changing the World One Life at a Time

Role
Financial Professional at Peachtree Planning
Location
Knoxville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Palk

I help people realize the financial decisions they make today impact future generations…

Experience

  1. Financial Professional

    Peachtree Planning

    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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Jonathan Palk — Financial Professional at Peachtree Planning in Knoxville, TN, US | Unifers