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

  1. Financial Advisor

    Merrill Lynch

    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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Josie Concannon — Financial Advisor at Merrill Lynch in Tulsa, OK, US | Unifers