Cole Mcclarren is a eficient expert, that works in Cambridge Financial Group, Inc on the position of Certified Financial Planner from 2013. Cole has earned professional experience in more than three positions at different companies. Cole Mcclarren went to the Susquehanna University and got education from 2009 to 2013. This person has such professional qualifications as Cfp Board, License 249632, Certified Financial Planner, and License 249632. Tucson, Arizona is the area, where this person was known to be situated. The person's phone and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Colin Mcclarren,
Nicholas Mcclarren
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 11, 2022
Email
co**@yahoo.com
Location
Tucson, AZ
Company
Workplace
Colleagues
Work History
Financial Planning Assistant
Created and updated Client Investment Pyramid spreadsheets
Built investment reports using Morningstar Advisor Workstation
Created tax planning reports with Drake Tax software
Researched ...
May 2010 — Aug 2010
Education
2009 — 2013
Occupations
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Apprentice
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Student Worker
Skills
Powerpoint
Microsoft Office
Strategic Financial Planning
Microsoft Excel
Customer Service
Microsoft Word
Public Speaking
Teamwork
Investments
Leadership