Anna Jackson Email & Phone Number
CFP® and Office Manager @ Eastover Capital Management
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Anna Jackson Location
- Charlotte, NC, US
Anna Jackson Work
- 2013 -now CFP® and Office Manager @
- 2011 -2012 Administrative Assistant @
Anna Jackson Education
- Queens University of Charlotte
(Certified Financial Planner Program)
2015-2017 - University of North Carolina at Charlotte
Bachelor’s Degree (Psychology)
2009-2013
Anna Jackson Skills
- Microsoft Word
- Balance Sheet
- Customer Relationship Management (CRM)
- PowerPoint
- Financial Planning
- Customer Service
- Microsoft Excel
- Profit & Loss Management
- Regulatory Compliance
- Research
- Certified Financial Planner
- Orion
- Vlookup
- Compliance Management
- Leadership
- QuickBooks
- Microsoft PowerPoint
- Financial Analysis
- Management
- Microsoft Office
Anna Jackson Summary
- Anna Jackson, based in Charlotte, NC, US, is currently a CFP® and Office Manager at Eastover Capital Management. Anna Jackson brings experience from previous roles at Cranfill Sumner & Hartzog LLP. Anna Jackson holds a 2015 - 2017 Queens University of Charlotte. With a robust skill set that includes Microsoft Word, Balance Sheet, Customer Relationship Management (CRM), PowerPoint, Financial Planning and more. Anna Jackson has 2 emails and 1 mobile phone numbers on RocketReach.
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