Annie Colvin's Location
New Orleans, Louisiana, United States
Annie Colvin's Work
- Private Wealth Manager @ Creative Planning
- Executive Director @ J.P. Morgan
- Vice President @ J.P. Morgan
- Associate @ J.P. Morgan
- Wealth Advisory Analyst @ J.P. Morgan
- Graduate Assistant @ The University of Southern Mississippi
Annie Colvin's Education
- The University of Southern Mississippi
MBA (Business Administration)
2005 - 2006 - Louisiana State University
BS (Business Administration)
2000 - 2004
Annie Colvin's Skills
- Financial Analysis
- Strategic Financial Planning
- Risk Management
- Business Development
- PowerPoint
- Marketing Strategy
- Strategic Planning
- Microsoft Excel
- Fixed Income
- Equities
Annie Colvin's Summary
Annie Colvin, based in New Orleans, Louisiana, United States, is currently a Private Wealth Manager at Creative Planning, bringing experience from previous roles at J.P. Morgan. Annie Colvin holds a 2005 - 2006 MBA in Business Administration @ The University of Southern Mississippi. With a robust skill set that includes Financial Analysis, Strategic Financial Planning, Risk Management, Business Development, PowerPoint and more, Annie Colvin contributes valuable insights to the industry. Annie Colvin has 4 emails and 1 mobile phone number on RocketReach.
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