Leslie Bickel Johnson
Wealth Management Advisor
- Role
- Wealth Management Advisor at TIAA
- Location
- Laramie, WY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Leslie Bickel Johnson
I have extensive experience in complex financial planning including retirement planning…
Experience
Wealth Management Advisor
Oct 2021 — Present
Education
Western Governors University
Master of Business Administration (MBA)
2006 — 2008
University of Wyoming
Bachelor of Applied Science (BASc), Kinesiology and Health Promotion
2002 — 2005
Skills
- Banking
- Portfolio Management
- Strategic Financial Planning
- Retirement
- 401k Rollovers
- Insurance
- Retirement Planning
- Deleware Statutory Trust
- Series 7
- Dst
- Wealth Management
- Investments
- Comprehensive Planning
- Alternative Investments
- Mutual Funds
- Financial Analysis
- Exchange Traded Funds
- Series 66
- Account Management
- Credit
- Loans
- Mortgage Lending
- Dave Ramsey Endorsed Local Provider Office
- Finance
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