Josie Concannon
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Josie Concannon
Second‑generation Financial Advisor and CERTIFIED FINANCIAL PLANNER®, CFP® professional…
Experience
Financial Advisor
Mar 2023 — Present
Education
University of Oklahoma
Bachelor's Degree
Skills
- High Achiever
- Communication
- Learner
- Positivity
- Leadership
- Powerpoint
- Social Media
- Social Networking
- Customer Service
- Time Management
- Microsoft Word
- Microsoft Powerpoint
- Client Relations
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