Jennifer Imel

Jennifer Imel Email and Phone Number

Associate Wealth Management Advisor and Investment Operations Manager @ L2 Wealth Management
Spokane, WA, US
Jennifer Imel's Location
Spokane-Coeur d'Alene Area, United States
Jennifer Imel's Contact Details

Jennifer Imel personal email

n/a

Jennifer Imel phone numbers

About Jennifer Imel

Experienced Associate Wealth Management Advisor with a 20+ year history in Investment Operations. Skilled in Mutual Funds, Equities, Fixed Income, Alternative Investments, Retirement Planning, SEP IRAs, Simple IRA Plans, 401(k) Plans, Qualified Charitable Donations, Donor Advised Funds, Trading, Portfolio Management, Long Term Care, creating processes, problem solving, and team work. Certified Retirement Income Professional

Jennifer Imel's Current Company Details
L2 Wealth Management

L2 Wealth Management

View
Associate Wealth Management Advisor and Investment Operations Manager
Spokane, WA, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Jennifer Imel Work Experience Details
  • L2 Wealth Management
    Associate Wealth Management Advisor And Investment Operations Manager
    L2 Wealth Management
    Spokane, Wa, Us
    View
  • L2 Wealth Management
    Associate Wealth Management Advisor/Investment Operations Manager
    L2 Wealth Management Mar 2016 - Present
    Spokane, Washington Area
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2014 - Feb 2016
    609 Calgary Ct Suite 5, Post Falls, Id 83854
    View
  • Edward Jones
    Office Administrator
    Edward Jones Nov 2004 - Nov 2014
    View

Jennifer Imel Skills

Equities Fixed Income Mutual Funds Life Insurance Education Savings Long Term Care Insurance Traditional Iras Roth Iras Estate Considerations Retirement Planning Financial Advisory Investments Wealth Management Financial Planning Insurance Microsoft Office Leadership Customer Service Microsoft Excel Microsoft Outlook

Jennifer Imel Education Details

  • Western Washington University
    Western Washington University
    Bachelor Of Arts (Ba)

Frequently Asked Questions about Jennifer Imel

What company does Jennifer Imel work for?

Jennifer Imel works for L2 Wealth Management

What is Jennifer Imel's role at the current company?

Jennifer Imel's current role is Associate Wealth Management Advisor and Investment Operations Manager.

What is Jennifer Imel's email address?

Jennifer Imel's email address is je****@****ast.net

What is Jennifer Imel's direct phone number?

Jennifer Imel's direct phone number is +141427*****

What schools did Jennifer Imel attend?

Jennifer Imel attended Western Washington University.

What skills is Jennifer Imel known for?

Jennifer Imel has skills like Equities, Fixed Income, Mutual Funds, Life Insurance, Education Savings, Long Term Care Insurance, Traditional Iras, Roth Iras, Estate Considerations, Retirement Planning, Financial Advisory, Investments.

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