Jonathan Palk

Jonathan Palk Email and Phone Number

Changing the World One Life at a Time @ Peachtree Planning
atlanta, georgia, united states
Jonathan Palk's Location
Knoxville, Tennessee, United States, United States
About Jonathan Palk

I help people realize the financial decisions they make today impact future generations and discuss what kind of legacy they want to leave behind.As a wealth manager I help my clients better understand their purpose, values, and what is really important to them in life. This will help shape how they make decisions around their finances. We then take a comprehensive look at their insurances (life, health, disability), their mortgages, their debt, their monthly living budgets, all their assets. It is important to take a look at everything altogether in order to discover any gaps or blind spots. After analyzing all the data we will create a personal financial picture. Think of me as your point guard setting you up for financial and life success./COMPLIANCE:2024-5852/

Jonathan Palk's Current Company Details
Peachtree Planning

Peachtree Planning

View
Changing the World One Life at a Time
atlanta, georgia, united states
Employees:
147
Jonathan Palk Work Experience Details
  • Peachtree Planning
    Financial Professional
    Peachtree Planning Jun 2024 - Present
    Knoxville, Tennessee, United States
    I help others gain control over their finances which gives them the confidence for long term.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
  • Zoee
    Founding Coach
    Zoee Jan 2024 - Present
    Career Coach working with high school and college students navigate their next steps plus partner with adults who feel stuck in an unfulfilling career.
  • Highlands Company, Highlands Ability Battery
    Consultant
    Highlands Company, Highlands Ability Battery Aug 2023 - Present
    Knoxville, Tennessee, United States
    Helping others develop a personal and career vision.
  • Wellavi
    Career Coach
    Wellavi Jun 2023 - Present
    Career Coach helping high school students determine what they want to be when they grow up, assisting college students connect their skillsets with a specific career path, and partnering with adults stuck in an unfulfilling job to find purpose and a career they can now play to their strengths every day.
  • Shipt
    Professional Shopper
    Shipt Sep 2020 - Present
    Knoxville, Tennessee, United States
  • I Am All In Coach
    Peak Performance And Transitions Coach
    I Am All In Coach Aug 2017 - Present
    Knoxville, Tennessee Area
    Assisting others with who they truly want to be.Giving clients the tools to uncover what may be holding them back from pursuing future opportunities.
  • Include Me Advocacy Group
    On Site Coordinator
    Include Me Advocacy Group Aug 2022 - Dec 2022
    Knoxville, Tennessee, United States
    Work with clients who have various disabilities helping them gain their independence as well as overcoming any obstacles and barriers to employment.
  • Jump Agency
    Managing Partner
    Jump Agency Apr 2019 - Oct 2022
    Knoxville, Tennessee Area
    We are performance coaches working with athletes from high school through professional and beyond on reaching their full potential both on and off the field of play. This ranges from destroying mental blocks to finding your true identity at the core. Our goal is to empower athletes to jump into greatness in all areas of their life so they can leave a lasting legacy in sports, but more importantly in the world around them.
  • Parkwest Church
    Assistant Facility Manager
    Parkwest Church Jul 2017 - Mar 2022
    Knoxville, Tennessee Area
  • Arg Professional Staffing
    Accounting Clerk
    Arg Professional Staffing Dec 2016 - Jun 2017
    Knoxville, Tennessee Area
  • Accenture
    Staff Accountant And Collections Specialist
    Accenture Mar 2008 - Nov 2016
    Louisville, Tn
    I worked with 32 international properties assisting them with their accounts receivables and month end closing.I was also responsible for a book of over $15 million in collections. I served as a liason between the properties and the clients to confirm their invoices were correct and then proceeded to collect on the ba;ances.
  • Travelers Insurance
    Property Claims Adjustor
    Travelers Insurance Oct 2005 - Feb 2008
    Provided estimates for home and business insurance claims.Educated customers on their insurance policies
  • Allstate
    Sales Agent
    Allstate May 2004 - Oct 2005
    Greater Nashville Area, Tn
    Serviced current accounts and was responsible for more than 25 new accounts monthlyEducated clients on what their current insurance policies covered and assisted in uncovering any short falls.

Jonathan Palk Skills

Customer Service Powerpoint Microsoft Word Budgets Microsoft Excel Microsoft Office Insurance Sales Coaching Team Building Recruiting Team Leadership Account Reconciliation Marketing Outlook Public Speaking Leadership Financial Analysis Inventory Management Account Management Accounts Receivable Employee Relations Human Resources Training Event Planning Management

Jonathan Palk Education Details

Frequently Asked Questions about Jonathan Palk

What company does Jonathan Palk work for?

Jonathan Palk works for Peachtree Planning

What is Jonathan Palk's role at the current company?

Jonathan Palk's current role is Changing the World One Life at a Time.

What is Jonathan Palk's email address?

Jonathan Palk's email address is pi****@****ail.com

What is Jonathan Palk's direct phone number?

Jonathan Palk's direct phone number is +186532*****

What schools did Jonathan Palk attend?

Jonathan Palk attended Highlands Ability Battery, Ipec, United States Sports Academy, Freed-Hardeman University, Cookeville High School.

What skills is Jonathan Palk known for?

Jonathan Palk has skills like Customer Service, Powerpoint, Microsoft Word, Budgets, Microsoft Excel, Microsoft Office, Insurance, Sales, Coaching, Team Building, Recruiting, Team Leadership.

Who are Jonathan Palk's colleagues?

Jonathan Palk's colleagues are Randall Fraser, Dustin Demersseman, Vu Nguyen, Nicholas E, Scott Bennett, Kelsey Turner, Carey Cole.

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