Tj Byrd

Advisory Operations Specialist at Fitzgerald Financial Group

Role: Advisory Operations Specialist at Fitzgerald Financial Group
Location: Richmond, VA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Advisory Operations Specialist
Fitzgerald Financial Group
May 2023 — Present · Richmond, VA, US

Education

Universidad Pablo de Olavide
Spanish Language and Literature (one semester)
2012 — 2012
Christopher Newport University
Bachelor of Arts (B.A.)
2009 — 2013

Skills

Social Media
Data Entry
Microsoft Word
Powerpoint
Microsoft Excel
Critical Thinking
Teamwork
Research
Customer Service
Facebook
Laboratory
Leadership
Public Speaking
Spanish
Community Outreach
Microsoft Office
Social Networking
Teaching

Contact information

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Work email
t••••••@nm.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••17

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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Experience

Advisory Operations Specialist

Education

Universidad Pablo de Olavide

Christopher Newport University

Skills

Find verified contacts for anyone on LinkedIn