Courtney Roberts's Location
Shawnee, KS, US
Courtney Roberts's Work
- Director Of Operations @ TinySeed
- Chief Operating Officer @ Modern Wealth Management
- Paraplanner @ Modern Wealth Management
- Investment Associate @ BMO Harris Financial Advisors
- Registered Client Associate @ Wells Fargo
- Registered Financial Associate @ A.G. Edwards & Sons, Inc.
Courtney Roberts's Education
- Baker University
MBA (Finance)
2008 - 2010 - Kansas State University
BS (Social Science)
2000 - 2004
Courtney Roberts's Skills
- Mergers and Acquisitions
- Compliance
- Human Resources
- Recruiting
- Financial Analysis
- Wealth Management
- Customer Service
- Executive Management
- Executive Reporting
- Executive Leadership
Courtney Roberts's Summary
Courtney Roberts, based in Shawnee, KS, US, is currently a Director Of Operations at TinySeed, bringing experience from previous roles at Barber Financial Group, BMO Harris Financial Advisors and Wells Fargo Advisors, LLC. Courtney Roberts holds a 2008 - 2010 MBA in Finance @ Baker University. With a robust skill set that includes Mergers and Acquisitions, Compliance, Human Resources, Recruiting, Financial Analysis and more, Courtney Roberts contributes valuable insights to the industry. Courtney Roberts has 4 emails on RocketReach.
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