Katie J.

Katie J. Email and Phone Number

Senior Financial Advisor @ United Advisors America
Katie J.'s Location
Gainesville, Texas, United States, United States
Katie J.'s Contact Details

Katie J. personal email

n/a
About Katie J.

Katie J. is a Senior Financial Advisor at United Advisors America. She possess expertise in finance, health insurance, management, investments, seminars and 12 more skills.

Katie J.'s Current Company Details
United Advisors America

United Advisors America

View
Senior Financial Advisor
Website:
unitedadvisors.com
Employees:
2
Katie J. Work Experience Details
  • United Advisors America
    Senior Financial Advisor
    United Advisors America Sep 2019 - Present
    View
  • Td Ameritrade
    Branch Manager
    Td Ameritrade Mar 2018 - Sep 2019
    Denton, Tx
    View
  • Scottrade
    Branch Manager
    Scottrade Mar 2004 - Mar 2018
    Worked as an Investment Consultant in various branches throughout DFW. Opened the Denton, TX office in 2010 as the Branch Manager, and consistently receives some of the highest customer satisfaction scores in the region, as well as President's Club in 2017.
    View
  • Texas Bancpartners Insurance
    Insurance Agent
    Texas Bancpartners Insurance 2002 - 2004
    Developed the Life and Health department and obtained my Group 2 license.
    View
  • United Protective Services
    Marketing, Human Resources, Payroll
    United Protective Services Oct 2001 - Dec 2002
    View

Katie J. Skills

Finance Health Insurance Management Investments Seminars Customer Service Customer Satisfaction Payroll Employee Training Microsoft Excel Microsoft Office Long Term Customer Relationships Marketing Banking Insurance Mutual Funds Wealth Management

Katie J. Education Details

Frequently Asked Questions about Katie J.

What company does Katie J. work for?

Katie J. works for United Advisors America

What is Katie J.'s role at the current company?

Katie J.'s current role is Senior Financial Advisor.

What is Katie J.'s email address?

Katie J.'s email address is ka****@****ade.com

What schools did Katie J. attend?

Katie J. attended Blinn College.

What skills is Katie J. known for?

Katie J. has skills like Finance, Health Insurance, Management, Investments, Seminars, Customer Service, Customer Satisfaction, Payroll, Employee Training, Microsoft Excel, Microsoft Office, Long Term Customer Relationships.

Who are Katie J.'s colleagues?

Katie J.'s colleagues are Aubrey Paganelli, Vincent Van Tassel, Dr. Craig Canton, Ricp®.

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