Jodi Weight

Jodi Weight Email and Phone Number

Director of Client Experience at Parkshore Wealth Management @ Parkshore Wealth Management
roseville, california, united states
Jodi Weight's Location
Orangevale, California, United States, United States
Jodi Weight's Contact Details

Jodi Weight work email

Jodi Weight personal email

About Jodi Weight

With a Bachelor of Science in Business Administration, I have been working in the financial services industry for over a decade. During that time, I have honed an early love for numbers into a proficiency with a range of software platforms and technical skills. I always welcome new technology and skills, as I enjoy expanding on my knowledge and implementing more efficient and effective tools. I also welcome talking with clients and teammates and getting to know them on a more personal level.

Jodi Weight's Current Company Details
Parkshore Wealth Management

Parkshore Wealth Management

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Director of Client Experience at Parkshore Wealth Management
roseville, california, united states
Website:
pwmadvisor.com
Employees:
7
Jodi Weight Work Experience Details
  • Parkshore Wealth Management
    Director Of Client Experience
    Parkshore Wealth Management Oct 2019 - Present
    Roseville, California, United States
    View
  • Dad'S Kitchen
    Manager
    Dad'S Kitchen Mar 2017 - Dec 2019
    Fair Oaks, Ca
  • Stephens Asset Management
    Financial Administrative Assistant
    Stephens Asset Management Jan 2012 - Dec 2019
    Fair Oaks, Ca
  • Franklin Templeton Investments
    Transfer Agent
    Franklin Templeton Investments Aug 2011 - Dec 2011
    Rancho Cordova, Ca
    View
  • Verizon Wireless
    Customer Service Representative
    Verizon Wireless Oct 2003 - Jun 2005
    Resolved customer complaintsCell phone activationsTechnical assistance and troubleshootingBilling clarification
    View
  • Stephens Asset Management
    Financial Administrative Assistant
    Stephens Asset Management Apr 2001 - Oct 2003
    Portfolio rebalancingWithdrawals/DepositsModel implementation Trade preparation and execution
  • Ford, Cpa
    Accounting Administrative Assistant
    Ford, Cpa Nov 1999 - May 2000
    Tax preparationAppointment coordinationFile organization

Jodi Weight Skills

Microsoft Excel Customer Service Microsoft Word Investments Microsoft Office Finance Call Centers Leadership Management Process Improvement Public Speaking Event Planning

Jodi Weight Education Details

Frequently Asked Questions about Jodi Weight

What company does Jodi Weight work for?

Jodi Weight works for Parkshore Wealth Management

What is Jodi Weight's role at the current company?

Jodi Weight's current role is Director of Client Experience at Parkshore Wealth Management.

What is Jodi Weight's email address?

Jodi Weight's email address is jo****@****ail.com

What schools did Jodi Weight attend?

Jodi Weight attended California State University-Sacramento.

What skills is Jodi Weight known for?

Jodi Weight has skills like Microsoft Excel, Customer Service, Microsoft Word, Investments, Microsoft Office, Finance, Call Centers, Leadership, Management, Process Improvement, Public Speaking, Event Planning.

Who are Jodi Weight's colleagues?

Jodi Weight's colleagues are Amanuel Lemma, Sam Taylor, Harold Anderson, Cfp®, Samuel Lucero, Pamela Liggett, Daniel Andersen, Cfp®.

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