Brian Jackson Email & Phone Number
Director of Operations and Client Advisor @ MCM Wealth
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Brian Jackson Location
- Denver, CO, US
Brian Jackson Work
- 2025 -now Director of Operations and Client Advisor @
- 2022 -2025 Operations Manager @
- 2020 -2022 Customer Experience Lead (Interim Manager) @
- 2020 -2020 Customer Experience Representative @
- 2018 -2020 Private Bank Associate @
- 2017 -2018 Investment Brokerage Professional @
- 2016 -2017 Sales Associate @
- 2015 -2016 Financial Representative @
- 2014 -2015 Football Team Manager @
Brian Jackson Education
- University of Colorado Boulder
Bachelor's degree (Economics)
2012-2017 - University of Colorado Boulder - Leeds School of Business
Business Minor - Finance (Business Analytics)
2013-2017
Brian Jackson Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Leadership
- Microsoft Word
- PowerPoint
- Social Media
- Insurance
- Financial Analysis
- Life Insurance
- Health Insurance
- Finance
- Customer Service
- Event Planning
- Time Management
- Public Speaking
- Social Networking
- Teamwork
- Marketing
- Social Media Marketing
- Team Leadership
- Management
- Research
- Microsoft PowerPoint
- Financial Advisory
- Customer Relationship Management Crm
- Data Analysis
- Software As A Service Saas
- Communication
- Connectivity
- Direct Sales
- High Net Worth Individuals
- Sales Effectiveness
- Driven By Results
- Problem Solving
- Private Banking
- Easily Adaptable
- Sales Prospecting
- Series 7
- Software as a Service
- Customer Relationship Management
Brian Jackson Summary
- Brian Jackson, based in Denver, CO, US, is currently a Director of Operations and Client Advisor at MCM Wealth. Brian Jackson brings experience from previous roles at MCM Wealth, Robinhood and J.P. Morgan. Brian Jackson holds a 2012 - 2017 Bachelor's degree in Economics @ University of Colorado Boulder. With a robust skill set that includes Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word and more. Brian Jackson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top MCM Wealth Employees
Matt Gropp
Wealth Advisor and Director of Operations
Denver, CO, US
Brian Jackson
Director of Operations and Client Advisor
Denver, CO, US
Geoff Hakim
Principal, Certified Financial Manager (CFP)
Novato, CA, US
Rick Ahnger
Operations Manager
San Francisco, CA, US
Elizabeth Hakim
Administrative Director
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