Dennis Ryland Crow Jr., Cfp®, Cpfa® Email and Phone Number
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Dennis Ryland Crow Jr., Cfp®, Cpfa® personal email
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Dennis Ryland Crow Jr., Cfp®, Cpfa® phone numbers
Milestone Investment Management LLC is a full service wealth management firm, offering the following range of services to a select number of households through Commonwealth Financial Network:-Financial & Estate Planning-Investment Management-Retirement-Retirement Income Planning-College Planning-Social Security Planning-Mutual Funds-IRAs-401(k)s & Rollovers-Profit Sharing-SEP's & SIMPLE's-Stocks, Bonds-Variable & Fixed Annuities-Long Term Care & Life InsuranceSecurities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser.Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlStrictly intended for individuals in: MN, WI. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Milestone Investment Management, 160 South Main Street, Lodi, WI 53555. (608) 592-6982.
Milestone Investment Management Llc
View- Website:
- mymilestoneplan.com
- Employees:
- 6
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PartnerMilestone Investment Management Llc Aug 2021 - PresentLodi, Wisconsin, United States
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Investment AdvisorMilestone Investment Management Llc Jan 2020 - PresentLodi, Wi
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Registered Investment AssociateMilestone Investment Management Llc Sep 2019 - Jan 2020Lodi, Wisconsin
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Client Services AssociateMilestone Investment Management Llc May 2019 - Sep 2019Lodi, Wisconsin
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OwnerRedemption Outdoors Llc 2014 - Dec 2021Lodi, Wisconsin
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Strategic Data Storage Solutions PricingIbm Sep 2018 - May 2019Rochester, Minnesota AreaWork on a daily basis with Sales Reps and Business Unit executives to effectively execute storage pricing strategy.Align with Brand strategy on how to profitably price numerous storage product families.Provide useful insight into pricing levels that are both externally competitive and internally responsible.Use extensive modelling to accurately price product families against fair market value and brand guidelines. -
Na Total Software Revenue And TransformationIbm Nov 2017 - Sep 2018Rochester, Minnesota AreaImplement, configure, and troubleshoot database instances, replication, backup, partitions, storage, and access. Set user privileges within the database environment. Install, configure, troubleshoot, and maintain a database system. Work to ensure data security, coordinating with an IT security professional or team in larger companies to help maintain the integrity of sensitive business data. After data transformation, I am responsible for developing detailed revenue forecasts, deal tracking, and break-outs for senior management
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Financial AnalystIbm Jun 2017 - Nov 2017Rochester, Minnesota AreaDirect support resources for the performance of project assignments and activities.Develop detailed work plans, schedules, project estimates, resource plans, and status reports. Conduct project meetings and is responsible for project financial tracking and analysis. Ensure adherence to standards and reviews project results. Manage the integration of client budget and tracks and reviews spending and performance. Recommend and take action to direct the analysis and solutions of financial problems. Continue education through various mediums and pursue interests in Python.
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Assistant Operations ManagerWater Compliance Specialists May 2010 - Aug 2017Lodi, WiAssist in day to day operations including: water sampling, water testing, reporting of data, bookkeeping, marketing strategies, assembling water sample kits, data entry, and excellent customer service.
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Financial Peer MentorUniversity Of Wisconsin-La Crosse Nov 2013 - May 2017La Crosse, Wisconsin AreaThe financial literacy program at the University of Wisconsin-La Crosse. Responsibilities include conducting financial consultations with students to assist them in developing their skills in budgeting, credit, investing, etc., planning and presenting events to educate students on financial management, and developing the social media presence for the organization on Pinterest and Instagram. -
Summer AssociateMilestone Investment Management Llc Jun 2016 - Sep 2016Lodi, WiProvide satisfactory customer service while facilitating the daily needs of Milestone Investment Management LLC. Perform research on mutual funds, stocks and other securities utilizing various investment research services including Argus, Morningstar, Reuters, Valueline, etc. Working closely with a senior advisor to provide excellent service to clients and support all business development needs. Assist in preparing proposal and other marketing materials for business development meetings. Document client interactions and client related workflows in contact management system.
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Risk Transfer InternMeyer Insurance Agency Jan 2016 - Feb 2016Sauk City, WiFirst and foremost, provide satisfactory customer service. I administer information to clients regarding various types of insurance polices as well as using numerous financial analysis platforms to acquire accurate quotes for clients. I have also attended conventions representing various insurance companies. In addition, I am responsible for multiple administrative tasks. -
Marketing AssociateDickeys Barbeque Pit May 2015 - Aug 2015Madison, Wisconsin AreaMarket the highest quality barbeque in the greater madison area, anywhere from your residential party to your commercial lunch-in, we've got you covered!
Dennis Ryland Crow Jr., Cfp®, Cpfa® Skills
Dennis Ryland Crow Jr., Cfp®, Cpfa® Education Details
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Finance, Emphasis In Sustainable Marketing
Frequently Asked Questions about Dennis Ryland Crow Jr., Cfp®, Cpfa®
What company does Dennis Ryland Crow Jr., Cfp®, Cpfa® work for?
Dennis Ryland Crow Jr., Cfp®, Cpfa® works for Milestone Investment Management Llc
What is Dennis Ryland Crow Jr., Cfp®, Cpfa®'s role at the current company?
Dennis Ryland Crow Jr., Cfp®, Cpfa®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional.
What is Dennis Ryland Crow Jr., Cfp®, Cpfa®'s email address?
Dennis Ryland Crow Jr., Cfp®, Cpfa®'s email address is cr****@****ail.com
What is Dennis Ryland Crow Jr., Cfp®, Cpfa®'s direct phone number?
Dennis Ryland Crow Jr., Cfp®, Cpfa®'s direct phone number is +160822*****
What schools did Dennis Ryland Crow Jr., Cfp®, Cpfa® attend?
Dennis Ryland Crow Jr., Cfp®, Cpfa® attended University Of Wisconsin-La Crosse, Lodi High School.
What skills is Dennis Ryland Crow Jr., Cfp®, Cpfa® known for?
Dennis Ryland Crow Jr., Cfp®, Cpfa® has skills like Public Speaking, Social Media, Spanish, Social Networking, Fundraising, Facebook, Leadership Development, Social Media Marketing, Finance, Coaching, Microsoft Excel, Sql.
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