Josh Yenser
Financial Advising Associate for Scott Heevner First Command
- Role
- Financial Advising Apprenticeship Administrative Assistant to Financial Planning Practice at First Command Financial Services, Inc.
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Josh Yenser
I currently study Finance at the University of Tennessee within the Haslam College of…
Experience
Financial Advising Apprenticeship Administrative Assistant to Financial Planning Practice
First Command Financial Services, Inc.
May 2021 — Present · Memphis, TN, US
Created client data mining database in Excel for existing clientele of over 400 military personnel and their families.Observed and scribed over 30 client-advisor meetings.Became familiar with investing strategies, personal finance, mutual funds, stocks, bonds, Life Insurance Policies, Annuities, Long Term Care Insurance, Social Security Benefits, and Trusts.
Education
University of Tennessee, Knoxville
Finance
2019 — 2023
Houston High School
High School Diploma
2015 — 2019
Haslam College of Business at the University of Tennessee
Bachelor of Business Administration - BBA
2019 — 2023
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