Olivia Partin, Cfp®, Aams®

Olivia Partin, Cfp®, Aams® Email and Phone Number

Chief Compliance Officer @ Diesslin Group, Inc.
Fort Worth, TX, US
Olivia Partin, Cfp®, Aams®'s Location
Fort Worth, Texas, United States, United States
About Olivia Partin, Cfp®, Aams®

Experienced CERTIFIED FINANCIAL PLANNER™ with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Team Building, Organization, E-Money, Microsoft Word, and Microsoft Excel. Strong finance professional with a Bachelor of Science (B.S.) focused in Interdisciplinary Studies from Texas A&M University.

Olivia Partin, Cfp®, Aams®'s Current Company Details
Diesslin Group, Inc.

Diesslin Group, Inc.

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Chief Compliance Officer
Fort Worth, TX, US
Olivia Partin, Cfp®, Aams® Work Experience Details
  • Diesslin Group, Inc.
    Chief Compliance Officer
    Diesslin Group, Inc.
    Fort Worth, Tx, Us
    View
  • Diesslin Group, Inc.
    Senior Financial Planner
    Diesslin Group, Inc. Aug 2021 - Present
    View
  • Cumbie Advisory Services, Inc.
    Financial Paraplanner Qualified Professional
    Cumbie Advisory Services, Inc. Sep 2014 - Aug 2021
    Fort Worth Club
    Opening new accounts, client on-boarding, cash transmittal, answering phones, drafting supplemental documents, client services, scheduling, assisting the President in daily work.
  • Pinnacle School
    Kindergarten Teacher
    Pinnacle School Aug 2012 - Aug 2014
    I teach all subjects using the C-Scope curriculum.
  • Saltwater Fish
    Administrative Assistant
    Saltwater Fish Jan 2011 - Aug 2012
    Lewisville, Texas
    Editing invoices, closing out the week, checks payable, bank deposits, filing, organizing the office, answering the phone.

Olivia Partin, Cfp®, Aams® Education Details

Frequently Asked Questions about Olivia Partin, Cfp®, Aams®

What company does Olivia Partin, Cfp®, Aams® work for?

Olivia Partin, Cfp®, Aams® works for Diesslin Group, Inc.

What is Olivia Partin, Cfp®, Aams®'s role at the current company?

Olivia Partin, Cfp®, Aams®'s current role is Chief Compliance Officer.

What schools did Olivia Partin, Cfp®, Aams® attend?

Olivia Partin, Cfp®, Aams® attended Texas A&m University.

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