Mary Jane Risch, Fpqp®

Mary Jane Risch, Fpqp® Email and Phone Number

Director of Client Services @
Mary Jane Risch, Fpqp®'s Location
Brentwood, Tennessee, United States, United States
About Mary Jane Risch, Fpqp®

Dedicated financial professional with versatile skill sets developed through ongoing education and experience. Skilled in written and oral communication with a keen attention to detail and focused on meeting deadlines. Serve as a primary point of contact for and link between clients and team while maintaining the utmost confidentiality. Eagerness to learn and be challenged in a diverse work environment.

Mary Jane Risch, Fpqp®'s Current Company Details
Wellness Financial Advisors

Wellness Financial Advisors

Director of Client Services
Mary Jane Risch, Fpqp® Work Experience Details
  • Wellness Financial Advisors
    Director Of Client Services
    Wellness Financial Advisors Aug 2024 - Present
    Brentwood, Tennessee, United States
  • Sagespring Wealth Partners
    Client Operations Coordinator
    Sagespring Wealth Partners Oct 2021 - Aug 2024
    Investment advisory services offered through Sagespring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
    View
  • Ameriprise Financial Services, Llc
    Operations Specialist
    Ameriprise Financial Services, Llc Aug 2021 - Sep 2021
    View
  • Allstate
    Licensed Sales Producer
    Allstate Aug 2019 - Jun 2020
    View
  • Shelter Insurance Companies
    Claims Specialist
    Shelter Insurance Companies Sep 2018 - Jul 2019
    View

Mary Jane Risch, Fpqp® Education Details

Frequently Asked Questions about Mary Jane Risch, Fpqp®

What company does Mary Jane Risch, Fpqp® work for?

Mary Jane Risch, Fpqp® works for Wellness Financial Advisors

What is Mary Jane Risch, Fpqp®'s role at the current company?

Mary Jane Risch, Fpqp®'s current role is Director of Client Services.

What schools did Mary Jane Risch, Fpqp® attend?

Mary Jane Risch, Fpqp® attended Bethel University, College Of Professional Studies.

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