Joshua Jenson Cfp®

Joshua Jenson Cfp® Email and Phone Number

Portfolio Manager and Investment Advisor Representative @ Minneapolis, MN, US
Minneapolis, MN, US
Joshua Jenson Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Joshua Jenson Cfp®'s Contact Details

Joshua Jenson Cfp® work email

Joshua Jenson Cfp® personal email

About Joshua Jenson Cfp®

I strive to understand others' perspectives in a pursuit of knowledge and wisdom. Living a healthy lifestyle allows me to be present in and adaptable to each situation I encounter. The mystery and complexity of Psychology and Philosophy continue to challenge my way of thinking about life and how we think. I am an adventurer, a learner, and a thinker.

Joshua Jenson Cfp®'s Current Company Details
One Life Financial Group

One Life Financial Group

Portfolio Manager and Investment Advisor Representative
Minneapolis, MN, US
Joshua Jenson Cfp® Work Experience Details
  • One Life Financial Group
    Portfolio Manager And Investment Advisor Representative
    One Life Financial Group
    Minneapolis, Mn, Us
  • One Life Financial Group
    Portfolio Manager / Investment Advisor Representative
    One Life Financial Group Jan 2018 - Present
    White Bear Lake, Mn
    • Manage client portfolios, aligning investments with client goals and objectives.• Develop automated investment research tools to optimize fund allocation investment strategy.• Manage full-cycle bookkeeping, including reconciliations and semi-monthly payroll for five employees.• Facilitate team strategy meetings, fostering a positive and transparent culture.
  • Jenson Consulting
    Financial Consultant
    Jenson Consulting Oct 2016 - Jan 2018
    Greater Minneapolis-St. Paul Area
  • Protiviti
    Consultant Ii
    Protiviti Jun 2015 - Oct 2016
    Greater Minneapolis-St. Paul Area
    View
  • Tcf Finance
    Tcf Retail Lending - Management Reporting & Planning
    Tcf Finance May 2014 - Aug 2014
    Greater Minneapolis-St. Paul Area
    View
  • Revtrak, Inc.
    Funding And Operations
    Revtrak, Inc. Aug 2012 - Aug 2013
    Bloomington, Minnesota
    View
  • Schonning Farm
    Farm Hand, Dairy Technician, Farm Manager
    Schonning Farm Jul 2005 - Jun 2012
  • Civil Air Patrol
    Civil Air Patrol Member
    Civil Air Patrol Sep 2005 - May 2010
    Lakeville, Mn
    View

Joshua Jenson Cfp® Skills

Leadership Microsoft Office Microsoft Excel Time Management Accounting Microsoft Word Hockey Problem Solving C++ Team Building Financial Forecasting Project Management Management Powerpoint Public Speaking Social Media Teamwork

Joshua Jenson Cfp® Education Details

Frequently Asked Questions about Joshua Jenson Cfp®

What company does Joshua Jenson Cfp® work for?

Joshua Jenson Cfp® works for One Life Financial Group

What is Joshua Jenson Cfp®'s role at the current company?

Joshua Jenson Cfp®'s current role is Portfolio Manager and Investment Advisor Representative.

What is Joshua Jenson Cfp®'s email address?

Joshua Jenson Cfp®'s email address is jo****@****iti.com

What schools did Joshua Jenson Cfp® attend?

Joshua Jenson Cfp® attended Texas Mccombs School Of Business, St. John's University, Normandale Community College, Northwestern College, T.e.a.c.h. Academy.

What are some of Joshua Jenson Cfp®'s interests?

Joshua Jenson Cfp® has interest in Children, Environment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture, Health.

What skills is Joshua Jenson Cfp® known for?

Joshua Jenson Cfp® has skills like Leadership, Microsoft Office, Microsoft Excel, Time Management, Accounting, Microsoft Word, Hockey, Problem Solving, C++, Team Building, Financial Forecasting, Project Management.

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