Karen Youngs
Operations Manager
- Role
- Wealth Advisor Admin at Michael Rose Cpa, Pc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Karen Youngs
Since graduating college, I\'ve gained experience in numerous industries. This knowledge…
Experience
Wealth Advisor Admin
Apr 2024 — Present · Missouri City, TX, US
Coordinate with the administrative staff to identify and prepare the appropriate documentation to execute various investments approved by client- Work collaboratively with the financial planning team to enhance and complete financial plans- Develop and maintain documentation of all activities.
Education
St.Edward's University
Bachelor of Science (B.S.), Biochemistry
Skills
- Management
- Team Building
- Crm
- Google Adwords
- Analysis
- Public Speaking
- Market Research
- Account Management
- Medical Devices
- Marketing
- Microsoft Office
- Sales
- Leadership
- Training
- New Business Development
- Email Marketing
- Online Advertising
- Strategic Planning
- Sales Operations
- Customer Service
- Google Analytics
- Project Management
- Social Media
- Public Relations
- Marketing Strategy
- Social Media Marketing
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