Carole Johns Email & Phone Number
Partner, Registered Representative, Retirement Income Specialist
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Carole Johns Location
- Longmont, CO, US
Carole Johns Work
- 2011 -now Partner, Registered Representative, Retirement Income Specialist @ The Niwot Financial Group, LLC
- 2015 -2015 Tax Professional and Affordable Care Act Specialist @
- 2013 -2013 Affiliate @ The Chocksey Group, LLC
- 2010 -2013 ***Certified QuickBooks Pro Advisor @ The Sunderland Group, Inc.
- 2010 -2011 Bookkeeper JohnArnold.com and Aveta Marketing @ Aveta Marketing
- 2005 -2009 Budget and Accounts Director @
- 1998 -2005 Executive Assistant @ Longmont Downtown Development Authority
- 1986 -1997 Sales Tax Assistant, Purchasing and Contracts Technician @
Carole Johns Education
- Financial Planning Institute
(8 Wealth Management Issues)
2012-2012 - University of Colorado Boulder
- .
Carole Johns Skills
- Retirement Planning
- Strategic Financial Planning
- FINRA Licensed Series 6
- Series 6
- Small Business
- Leadership
- Strategic Planning
- Budgets
- Management
- Social Media
- Non-profits
- Microsoft Excel
- Public Speaking
- ProAdvisor
- Nonprofits
- Access
- FINRA
- Accounting
- Marketing
- Event Planning
- Payroll
- Certified QuickBooks® ProAdvisor
- Certified Quickbooks Proadvisor
- Non Profits
Carole Johns Summary
- Carole Johns, based in Longmont, CO, US, is currently a Partner, Registered Representative, Retirement Income Specialist at The Niwot Financial Group, LLC. Carole Johns brings experience from previous roles at H&R Block, The Chocksey Group, LLC, The Sunderland Group, Inc. and Aveta Marketing. Carole Johns holds a 2012 - 2012 Financial Planning Institute. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, FINRA Licensed Series 6, Series 6, Small Business and more. Carole Johns has 1 emails and 1 mobile phone numbers on RocketReach.
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