We found the following information about Jill Ribbe Metzmaker at Carr Financial Group, where Jill has worked as a Financial Planning Coordinator since 2019. Jill's total work experience is over 17 years, during which time this person had at least seven jobs at different places to develop professional skills. Jill studied at the University of Massachusetts Amherst. Jill currently lives in Worcester, Massachusetts. You can contact with Jill by searching for phone number or email or find additional information by requesting access to this person's further details from SoftwareOfficial.
Name variants:
Gillian Metzmaker,
Julia Metzmaker
Last updated May 20, 2024
Contact Information
Workplace
Colleagues
Work History
Registered Investment Associate
Supports the Financial Advisor by:
Executing market transactions
Preparing market research
Assists with financial planning and retirement strategy options
Oversees portfolio management ...
Jan 2013 — Feb 2019
Registered Sales Assistant
1 Technology Dr, Westborough, MA 01581
Assisted Financial Advisors in creating financial, estate and retirement plans.
Processed new account applications and service requests.
Identified, researched and resolved service issues...
Dec 2011 — Sep 2012
Portfolio Manager Associate
2 South St, Grafton, MA 01519
Conducted security trades, research and analysis.
Assisted with financial planning, retirement profiles, performance reporting, tax projections and other administrative and operational iss...
Oct 2007 — Dec 2011
Portfolio Manager Associate
699 Boylston St, Boston, MA 02116
Processed administrative tasks for high net worth client accounts including financial reporting, reconciliation, cash flow management, private investments, tax payments and general account ...
Sep 2005 — Apr 2007
Portfolio Administrative Assistant
201 Washington Street Pl, Boston, MA 02136
Performed administrative tasks for a Senior Partner and 2 Financial Consultants in association with capital calls, 401K, tax projections, appointment scheduling, financial planning and acco...
Mar 2005 — Aug 2005
Portfolio Manager Associate
1585 Broadway, New York, NY 10003
Lead support to five Financial Consultants who specialized in Portfolio and Asset Management as well as Financial and Estate Planning.
Responsible for all administrative/operational tasks ...
Apr 2001 — Mar 2005
Education
Occupations
Coordinator
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Broker
Financial Consultant
Marketer
Market Analyst
Executive
Chief Administrative Officer
Advisor
Producer
Managers
Accounting Bookkeeper
Bookkeeper
Team Member
Financial Services Professional
Financial Services Sales Agent
Market Research Analyst
Chief Executive
Skills
Series 7
Investments
Series 63
Financial Planning
Retirement Analysis
Life Insurance
Wealthscape
Morningstar Advisor Workstation
Microsoft Office
Microsoft Excel
Smartoffice
Laserapp
Albridge
FAQs about Jill Ribbe Metzmaker
What's the main profession of Jill Ribbe Metzmaker?
The expert is a Financial Planning Coordinator.
What jobs is Jill proficient at at?
Jill Ribbe Metzmaker is a professional such jobs as Coordinator.
Where is Jill Ribbe Metzmaker currently located?
Jill Ribbe Metzmaker is located in Worcester, Massachusetts.
Does the expert have the email address?
ji**@yahoo.com is The expert's email address.
Where did Jill Ribbe Metzmaker work?
This expert worked at Carr Financial Group, Bartlett Wealth Management.
Where has Jill Ribbe Metzmaker studied?
Jill studied at the University of Massachusetts Amherst.
Are there any industries Jill Ribbe Metzmaker is connected to?
This person works in Financial Services industry.
What are special skills of Jill Ribbe Metzmaker?
Jill has skills in the following areas: Series 7, Investments, Series 63, Financial Planning, Retirement Analysis, Life Insurance, Wealthscape, Morningstar Advisor Workstation, and Microsoft Office.