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Carson Mcgill is listed as Investment Analyst at McGill Junge Wealth Management | CIMA® at McGill Junge Wealth Management, a company with 9 employees, based in Clive, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Carson Mcgill.
Carson Mcgill previously worked as Investment Analyst at Mcgill Junge Wealth Management and Investment Operations Associate at Mcgill Junge Wealth Management. Carson Mcgill holds Finance And Financial Management Services from The University Of Iowa Tippie College Of Business.
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I am a graduate of The University of Iowa's Tippie College of Business with a Finance degree and a certificate in Risk Management and Insurance. Before Joining McGill Junge in 2020, I worked at Northwestern Mutual's home office in Milwaukee for over 2 years, supporting the Investment Consultant team in the Wealth Management Company.As an Investment Analyst, I am part of the team responsible for the investment management services and thought leadership we provide for our clients. I also collaborate with team members to provide investment advisory services, assist with mentoring planning team associates, and lead the team's efforts in the operational aspects of the alternative investments we implement for qualified purchasers. Our firm's mission is to educate and inspire our clients to achieve a predictable lifetime of financial freedom while living their most impactful lives.
Listed skills include Leadership, Teamwork, Relationship Building, Investments, and 5 others.
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Clive, Iowa, United States
My primary roles include:Analyzing, recommending, and executing a wide variety of investment management services and thought leadership for our clients.Collaborate with our advisors, Director of Investments, Director of Planning, and other team members, to provide investment advisory services, such as - analyzing investments, monitoring holdings, building.
Des Moines, Iowa Area
My role at MJWM will be getting involved in a couple of different areas of the business, including investment operations as well as client planning. This will allow me to do operational work to service our clients, as well as sit in on their meetings as we develop and work with them to achieve their financial goals.
Milwaukee, Wisconsin, United States
I assist the field advisors of Northwestern Mutual in different investment strategies for their clients, as well as work with the different teams of the Wealth Management Company to further the investment platform of Northwestern Mutual.
Urbandale, Iowa, United States
I assist team members at McGill Junge Wealth Management putting together the comprehensive plans we run for our clients, as well as sit in on meetings. I have my life and health licenses and recently passed the Series 7 and Series 63 exams to broaden my investment knowledge.
Urbandale, Iowa, United States
My main job is to learn as much as I can through sitting in on meetings, as well as setting up meetings of my own. I help create financial plans for our clients, as well as bring new clients in to see the benefits we offer.
Urbandale, Iowa, United States
My main job is to learn as much as I can through sitting in on meetings, as well as setting up meetings of my own. I help create financial plans for our clients, as well as bring new clients in to see the benefits we offer.
Other employees you can reach at mcgilljunge.com. View company contacts for 9 employees →
Sara Flynn
Colleague at Mcgill Junge Wealth ManagementClive, Iowa, United States, United States
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DB
Drew Beazley
Colleague at Mcgill Junge Wealth ManagementUnited States, United States
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JW
Jared Winkers
Colleague at Mcgill Junge Wealth ManagementDunkerton, Iowa, United States, United States
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MA
Mebin Alex
Colleague at Mcgill Junge Wealth ManagementIritty, Kerala, India, India
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GC
Gina Cunningham , Cpa, Mba
Colleague at Mcgill Junge Wealth ManagementClive, Iowa, United States, United States
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JB
Justin Bunkers Cima®
Colleague at Mcgill Junge Wealth ManagementWest Des Moines, Iowa, United States, United States
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LA
Lindsey Akason
Colleague at Mcgill Junge Wealth ManagementIowa City, Iowa, United States, United States
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MR
Melissa Relph
Colleague at Mcgill Junge Wealth ManagementDes Moines Metropolitan Area, United States
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KC
Kimberly Connors
Colleague at Mcgill Junge Wealth ManagementDallas County, Iowa, United States, United States
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KM
Katie May
Colleague at Mcgill Junge Wealth ManagementAmes, Iowa, United States, United States
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Activities and Societies: Member of the Pi Kappa Alpha FraternityTaking various types of classes to broaden my education, but focus on my.
Quick answers generated from the profile data available on this page.
Carson Mcgill works for McGill Junge Wealth Management.
Carson Mcgill is listed as Investment Analyst at McGill Junge Wealth Management | CIMA® at McGill Junge Wealth Management.
Carson Mcgill is based in Clive, Iowa, United States while working with McGill Junge Wealth Management.
Carson Mcgill has worked for Mcgill Junge Wealth Management, Northwestern Mutual Wealth Management Company, and Mcgill Junge Financial.
Carson Mcgill's colleagues at McGill Junge Wealth Management include Sara Flynn, Drew Beazley, Jared Winkers, Mebin Alex, and Gina Cunningham , Cpa, Mba.
You can use AeroLeads to view verified contact signals for Carson Mcgill at McGill Junge Wealth Management, including work email, phone, and LinkedIn data when available.
Carson Mcgill holds Finance And Financial Management Services from The University Of Iowa Tippie College Of Business.
Carson Mcgill is listed with skills including Leadership, Teamwork, Relationship Building, Investments, Finance, Time Management, Disability Insurance, and Organization Skills.
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