Janet Critchley is a high-level professional, working in Mariner Wealth Advisors main office of which is in 49. as a Associate Wealth Advisor since 2016. This expert gained professional experience in more than five positions at different companies. Janet Critchley went to the Seton Hall University and was studying from 1986 to 1989. Janet has such qualifications as Cpa, Cfp. Madison, New Jersey is the area, where this professional was known to be situated. The person's email address and phone can be easily accessed through this website by request.
Name variants:
Janette Critchley,
Janetta Critchley,
Jan Critchley,
Nettie Critchley,
Netty Critchley,
Netta Critchley
Last updated May 19, 2024
Contact Information
Workplace
Associate Wealth Advisor
Leawood, KS
Industry
Financial Services, Wealth Advisor, Investment Advisory Service
Colleagues
Work History
Associate Wealth Advisor
5700 west 112Th St SUITE 200, Overland Park, KS 66210
from Feb 2016
Director Private Wealth Advisory
750 3Rd Ave, New York, NY 10003
High net worth tax preparation, review, planning, and research
family office accounting and analysis
engagement/project/relationship manager for a global financial services firm
Feb 2007 — Feb 2009
Consultant
220 Leigh Farm Rd, Durham, NC 27707
Financial writer/editor for the Financial Planning Department
Wrote financial planning materials for the AICPA member website, including creation of content for the following:
Guide to De...
Jun 2005 — Jan 2007
Senior Manager
345 Park Ave, New York, NY 10010
High net worth individual, trust, and exempt organization tax as well as corporate tax. Engagement/project/relationship manager for a global financial services firm
Project manager of team...
Nov 1981 — Feb 2005
Education
Occupations
Supporting Member
Advisor
Accountant
Finance and Accounting Specialist
Financial Analyst
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Tax
Tax Preparation
Strategic Financial Planning
Estate Planning
Financial Planners
FAQs about Janet Critchley
What's the main profession of Janet Critchley?
This professional's job is Associate Wealth Advisor
What are the profession of The professional?
These person's professions are Supporting Member
Where is Janet Critchley located?
The professional is located in Madison, New Jersey.
What is Janet's email?
The expert's email is ja**@gmail.com.
How many companies did Janet Critchley work at?
The professional worked at five jobs.
What education does Janet Critchley have?
Janet studied at the Seton Hall University from 1986 to 1989.
What are the certifications of Janet Critchley?
The professional received the following certifications: Cpa, Cfp.
What is professional industry that Janet Critchley worked in?
This person works in Financial Services industry.