Jenny Beck Email and Phone Number
Jenny Beck work email
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Jenny Beck personal email
I am a Executive Assistant, Administrator, Office Manager and Financial Educator. My main goal is to serve. I enjoy helping others and I thrive on leadership. I have spent the last 7 to 8 years building a great work family and I take pride in our relationships and the work we do for our clients. I want to always be growing, challanging myself and giving back.
Ep Wealth Advisors
View- Website:
- epwealth.com
- Employees:
- 516
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Senior Client Relationship AssociateEp Wealth AdvisorsWestminster, Co, Us
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Financial Services Professional, Executive Assistant & Office ManagerSummit Global Investments Oct 2017 - PresentEnglewood, Colorado, United StatesI am the Executive Assistant to one of the partners and his wife. My role is to wear many hats and help with whatever needs rise. I manage our office, onboard new advisors, provide bookkeeping as well as prep paperwork for client applications, underwriting and fund management. Plan events, assist clients and other advisors. -
Financial Services ProfessionalWorld Financial Group (Wfg) Feb 2017 - Sep 2023Englewood, Colorado, United StatesHelped clients build a financial plan to reduce their debt and prepare them for retirement. Love to teach financial literacy to clients and their families. -
Financial Services ProfessionalMass Mutual Colorado Oct 2016 - Feb 2017Denver, Colorado, United StatesStarted learning the Financial Professional world. Got licensed, started working with clients, learned the art of networking.
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Commercial Property AccountantMarket Street Management Llc Apr 2016 - Sep 2016Denver, ColoradoSenior commercial property accountant. Prepare financials beginning to end for several properties. This company went through a layoff period shortly after I joined the team. -
Senior Property AccountantNai Shames Makovsky Mar 2015 - Apr 2016Denver, ColoradoI work with a team consisting of property managers, accounting, finance and legal. I work directly with property managers and accounting to iniate and eventually distribute monthly financial statements in a timely manner. Process monthly billing, reconcile bank statements and process all drawsas well as assist with all other areas including CAM reconciliations. -
Finance And Lease ManagerPri - Provenzano Resources Oct 2013 - Mar 2015Denver International AirportI am responsible for all areas related to financial activity and reporting, developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. I address a variety of accounting functions such as billing, accounts payable, general ledger, financial and partner reporting, year end audit, budget and forecasting. Maintaining ongoing relationships with our financial partner, our operations partners, current merchants and present employees is also important. -
Project AccountantContinuum Partners Jun 2007 - Oct 2013Denver, CoContinuum Partners allowed me to experience several areas of the company. I started in a full charge accounting position working on 2-3 of our projects throughout Denver. As the economy declined I moved to more of an administrative and special projects position. After a few years, I moved to the property management division where I experienced lease administration and became a project accountant over a local project. My final project I stepped into the specialty retail world working with Provenzano Resources who managed the Kiosk/RMU program at Denver International Airport. In October it was decided that it would be best for the program if I worked for Provenzano Resources directly.
Jenny Beck Skills
Jenny Beck Education Details
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Finance
Frequently Asked Questions about Jenny Beck
What company does Jenny Beck work for?
Jenny Beck works for Ep Wealth Advisors
What is Jenny Beck's role at the current company?
Jenny Beck's current role is Senior Client Relationship Associate.
What is Jenny Beck's email address?
Jenny Beck's email address is je****@****msn.com
What is Jenny Beck's direct phone number?
Jenny Beck's direct phone number is +172097*****
What schools did Jenny Beck attend?
Jenny Beck attended Regis University.
What are some of Jenny Beck's interests?
Jenny Beck has interest in For The Past 15 Years.
What skills is Jenny Beck known for?
Jenny Beck has skills like Budgets, Team Building.
Who are Jenny Beck's colleagues?
Jenny Beck's colleagues are Brad Rice, Paul Napolitano, Kelly Johnson, Fpqp®️, Curtis Divona, Alina Narr, Cfp®, Ea, Brock Miller, Mba, Richard Janke, Cfp®️.
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