Jackie Roth is a high-skilled expert, who works in Bond&Devick Wealth Partners on the position of Client Service Representative from 2018. Jackie Roth gained professional experience in more than six positions at various companies. Jackie Roth went to the College For Financial Planning and received education from 2012 to 2012. Minneapolis, Minnesota is the area, where this expert was known to live. Jackie Roth's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Jack Roth,
Jackson Roth,
John Roth,
Jacqueline Roth
Last updated May 22, 2024
Contact Information
Last Update
Jun 22, 2022
Location
Minneapolis, MN
Company
Bond&Devick Wealth Partners
Workplace
Client Service Representative
Work History
Paraplanner and Registered Senior Client Care Specialist
8631 Eagle Point Blvd, Lake Elmo, MN 55042
Apr 2017 — Feb 2018
Client Service Manager
500 Washington Ave south SUITE 4400, Minneapolis, MN 55415
Responsible for client relationship management, trading and client meeting preparation. Head of the Client Service Committee and a member of the Financial Planning Committee.
Jun 2014 — Aug 2016
Client Service Coordinator
Key contact for individual clients/business owners on comprehensive wealth management questions - which includes investments, insurance and financial planning.
Oct 2005 — Jun 2014
Education
2012 — 2012
1998 — 2002
Occupations
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
8+ Years of Experience In Account Relationship Management
10+ Years of Executive Level Administration Support
Outstanding Customer Relation and Organizational Skills
Operations Management
Variable Annuities
Personal Financial Planning
Customer Service
Broker Dealer
Organizational Effectiveness
Outlook
Strategic Planning
Financial Planning
Finance
Microsoft Word
Time Management
Leadership
FAQs about Jackie Roth
What's the main profession of Jackie Roth?
Jackie is a Client Service Representative.
What are the profession of The professional?
These person's professions are Sales Specialist and Client Service Officer
Where does Jackie Roth currently live?
Minneapolis, Minnesota is the place where Jackie Roth currently lives
How many companies did Jackie Roth work at?
The professional worked at six jobs.
What education does Jackie Roth have?
Jackie studied at the College For Financial Planning from 2012 to 2012.
What is the industry that Jackie Roth worked in?
Jackie works in Financial Services industry.
Are there any skills Jackie Roth has?
Jackie has skills in the following areas: 8+ Years of Experience In Account Relationship Management and 10+ Years of Executive Level Administration Support.