Beth Wilson Email & Phone Number
Certified Financial Planner @ Poulos Advisors, Inc.
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Beth Wilson Location
- Burlington, IA, US
Beth Wilson Work
- Registered Investment Advisor - CFP® @ Poulos Advisors, Inc. (July 2010 - Present)
- Certified Financial Planner @ (July 2010 - Present)
- Accountant @ Hettena Wright & Horton, CPAs (January 2005 - September 2010)
- RVP Sales @ (January 1997 - January 2001)
- Sales Executive @ HBO & Company (merged with McKesson) (January 1992 - January 1997)
- Account Manager @ HBO & Company (merged with McKesson) (January 1989 - January 1992)
Beth Wilson Education
-
Certificate (Financial Planning)
2006-2008 -
Certificate of Concentrated Study (Tax Accounting)
2003-2005 -
Bachelor of Science (Health Administration and Planning)
1984-1987 - UNE - Westbrook College
Associates in Science
1979-1981
Beth Wilson Summary
- Beth Wilson, based in Burlington, IA, US, is currently a Certified Financial Planner at Poulos Advisors. Beth Wilson brings experience from previous roles at Poulos Advisors, Inc., Hettena Wright & Horton, CPAs, McKesson and HBO & Company (merged with McKesson). Beth Wilson holds a 2006 - 2008 Certificate in Financial Planning. Beth Wilson has 2 emails and 2 mobile phone numbers on RocketReach.
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Beth Wilson
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