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 @
- 2020 -2020 Customer Experience @
- 2018 -2020 Private Bank Associate @
- 2018 -2019 Financial Services Associate @
- 2017 -2018 Investment Brokerage Professional @
- 2017 -2018 Investment Specialist @
- 2016 -2017 Sales Associate @
- 2015 -2016 Financial Representative @
- 2014 -2015 Football Team Manager @
Brian Jackson Education
- University of Colorado Boulder
Bachelor's degree (Leeds School of Business Minor - Business Analytics)
2012-2017 - University of Colorado Boulder - Leeds School of Business
Business Minor - Finance (Business Analytics)
2013-2017 - Danko
(CFP® Accelerated Program)
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 Leeds School of Business Minor - Business Analytics @ 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 on RocketReach.
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Top MCM Wealth Employees
Elizabeth Hakim
Administrative Director
Novato, CA, US
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