Wealth Investment Analyst Ii
Current
May 2024 - Present
AeroLeads people directory · profile
Taquan C. Email & Phone Number
Investment Analyst II- JFG | CFA Level II Candidate
at
Johnson Financial Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst II- JFG | CFA Level II Candidate
Location
Greater Milwaukee, United States, United States
Company size
Who is Taquan C.? Overview
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Quick answer
Taquan C. is listed as Investment Analyst II- JFG | CFA Level II Candidate at Johnson Financial Group, a company with 1217 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a matched LinkedIn profile for Taquan C..
Taquan C. previously worked as Wealth Investment Analyst II at Johnson Financial Group and Wealth Investment Analyst at Johnson Financial Group. Taquan C. holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law, 3.17 from University Of Wisconsin-Milwaukee.
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Johnson Financial Group
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Profile bio
About Taquan C.
I'm a fourth-year Business Undergraduate student at UW-Milwaukee with an interest in finance. I am seeking a role in finance to further develop my skills proficiently and contribute to achieve organizational growth and efficiency.
Current workplace
Taquan C.'s current company
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Johnson Financial Group
9 roles
Taquan C. work experience
A career timeline built from the work history available for this profile.
Wealth Investment Analyst
Aug 2022 - May 2024
Portfolio Management Intern
-Utilize applications such as Bloomberg, MorningStar, Excel, and other financial tools-Assist with quarterly performance reporting and investment commentary-Assist with building portfolio proposals for prospective clients-Participate in strategy meetings for Equities, Fixed Income, and Alternatives
Jun 2022 - Aug 2022
Supervisor
- Ensured full compliance with departmental internal controls, policies, procedures, and regulations
- Ensured all housekeeping job assignments and room inspections are performed and completed correctly, and meet department standards
Jan 2021 - May 2022
Owner
Snack Pack Vending
Vending Machine Solutions
May 2019 - Apr 2022
Assistant Supervisor
I assisted hotel guests and other departments to ensure the best experience for our guests. My duties include:-Working with management to strategize and execute projects to improve the property's operational flow -Laundry supervisor-Assisted housekeeping with cleaning, room inspection, and employee relations. -Assisted engineering with minor fixes.
Jul 2017 - Dec 2020
Vice President Of Awards & Scholarships
-To ensure the chapter is informed about all opportunities for individual and chapter fraternal recognition.-To coordinate and oversee the chapter’s award application process, including nomination of a Collegian of theYear candidate.-To serve as the contact person for the provincial and national Scholastic Development and AwardsCommittees.-To develop.
Nov 2019 - May 2020
Secretary
Whitwater Investment Group
Student OrganizationWIG (Whitewater Investment Group) is a student organization that teaches students how to be successful in investing their money for the future. We help students understand different investing methods and how each method works. Encourage the consistence to understand company financials, economics, and market cause and effect. I serve as.
Sep 2017 - May 2019
Busser/ Expeditor
Oct 2015 - Jun 2017
Team & coworkers
Colleagues at Johnson Financial Group
Other employees you can reach at johnsonbank.com. View company contacts for 1217 employees →
SK
Sue Kratowicz
Colleague at Johnson Financial GroupRacine, Wisconsin, United States, United States
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MR
Mike Rhyner
Colleague at Johnson Financial GroupGreater Milwaukee, United States
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MT
Mitchell Thurner
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States, United States
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TJ
Tyler Jensen
Colleague at Johnson Financial GroupGreater Milwaukee, United States
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NL
Nicole L. Giorgi
Colleague at Johnson Financial GroupKenosha, Wisconsin, United States, United States
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SP
Shelene Piper
Colleague at Johnson Financial GroupGalway, New York, United States, United States
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SM
Stephan M. W. Meiklejohn
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States, United States
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MV
Michelle Van Engen
Colleague at Johnson Financial GroupKenosha, Wisconsin, United States, United States
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AW
Andrew Werner
Colleague at Johnson Financial GroupGreen Bay, Wisconsin Metropolitan Area, United States
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LM
Lauren Mikulski
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States, United States
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Sue Kratowicz
Colleague at Johnson Financial GroupRacine, Wisconsin, United States, United States
View →
MR
Mike Rhyner
Colleague at Johnson Financial GroupGreater Milwaukee, United States
View →
MT
Mitchell Thurner
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States, United States
View →
TJ
Tyler Jensen
Colleague at Johnson Financial GroupGreater Milwaukee, United States
View →
NL
Nicole L. Giorgi
Colleague at Johnson Financial GroupKenosha, Wisconsin, United States, United States
View →
SP
Shelene Piper
Colleague at Johnson Financial GroupGalway, New York, United States, United States
View →
SM
Stephan M. W. Meiklejohn
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States, United States
View →
MV
Michelle Van Engen
Colleague at Johnson Financial GroupKenosha, Wisconsin, United States, United States
View →
AW
Andrew Werner
Colleague at Johnson Financial GroupGreen Bay, Wisconsin Metropolitan Area, United States
View →
LM
Lauren Mikulski
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States, United States
View →
3 education records
Taquan C. education
Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law, 3.17
Banking, Corporate, Finance, And Securities Law, Sophmore
Accounting And Finance
Hamilton High School
FAQ
Frequently asked questions about Taquan C.
Quick answers generated from the profile data available on this page.
What company does Taquan C. work for?
Taquan C. works for Johnson Financial Group.
What is Taquan C.'s role at Johnson Financial Group?
Taquan C. is listed as Investment Analyst II- JFG | CFA Level II Candidate at Johnson Financial Group.
Where is Taquan C. based?
Taquan C. is based in Greater Milwaukee, United States, United States while working with Johnson Financial Group.
What companies has Taquan C. worked for?
Taquan C. has worked for Johnson Financial Group, Potawatomi Hotel & Casino, Snack Pack Vending, Westin Hotels & Resorts, and Delta Sigma Pi.
Who are Taquan C.'s colleagues at Johnson Financial Group?
Taquan C.'s colleagues at Johnson Financial Group include Sue Kratowicz, Mike Rhyner, Mitchell Thurner, Tyler Jensen, and Nicole L. Giorgi.
How can I contact Taquan C.?
You can use AeroLeads to view verified contact signals for Taquan C. at Johnson Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Taquan C. attend?
Taquan C. holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law, 3.17 from University Of Wisconsin-Milwaukee.
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