Jean Russell

Wealth Advisor and Financial Planner

For over 17 years Jean Russell has been working in different jobs. Recently, this professional worked as a Individual Client Services, Echelon Group in Echelon Group Inc enhancing knowledge. This professional graduated from College For Financial Planning in 2005 where this person received all the skills and knowledge. This person has all required knowledge for this position, proven by certifications in Certified Financial Planner This professional is fluently speaking English. You can find this expert in Boise, Idaho, where he lives nowadays. SoftwareOfficial has all the information you need to connect Jean Russell, such as this person's number or email. Send us the request to get more info.
Name variants:
Jeanne Russell, Jeanie Russell, Jeannie Russell
Last updated May 25, 2024

Contact Information

Last Update
Jul 8, 2022
Email
je**@cableone.net, je**@charter.net
Location
Boise, ID

Workplace

Echelon Group Inc
Individual Client Services, Echelon Group

Boise, ID

Industry

Financial Services, Management Consulting Services, Financial Advisor, Health Insurance Providers, Insurance Companies

Work History

Individual Client Services, Echelon Group

408 east Parkcenter Blvd SUITE 330, Boise, ID 83706
Objective and individualized financial planning, wealth management and decision support for discerning clients.
Dec 2014 — Dec 2016

Independent Financial Advisor

Aug 2012 — Sep 2013

Director, Client Services

Apr 1994 — Aug 2000

Product Marketing, Marketing Communications Manager

6900 Paseo Padre Pkwy, Fremont, CA 94555
Sep 1982 — Apr 1990

Wealth Advisor and Financial Planner

600 Emerson Rd Suite 110 St, Louis, MO

Occupations

Financial Broker
Financial Planner
Advisor
Accountant
Finance and Accounting Specialist
Financial Consultant
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Financial Services Professional

Skills

Strategic Financial Planning
Wealth Management
Expat Financial Planning
Investments
Collaborative Divorce
Retirement Planning
Budgets
Crm
Business Planning
Product Marketing
Research
Non Profits
Making the Complex Simple
Strategy
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