Crystal Cox Email & Phone Number
Senior Vice President @ Wealthspire Advisors
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Crystal Cox Location
- Madison, WI, US
Crystal Cox Work
- 2017 -now Senior Vice President @
- 2014 -2017 Financial Advisor @
- 2012 -2014 Registered CSA @
- 2011 -2012 Financial Services Intern @
Crystal Cox Education
- University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.) (Marketing)
2015-2017 - University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Finance)
2010-2012 - Madison Area Technical College
Associate of Science (AS) (Liberal Arts Transfer)
2007-2010
Crystal Cox Skills
- Fiduciary
- Financial Planning
- Certified Financial Planner
- Divorce Law
- Financial Advisory
- Empathy
- Relationship Building
- Collaborative Problem Solving
- Asset Allocation
- Investments
- Retirement Planning
- Microsoft Excel
- Banking
- Bloomberg
- Fixed Income
- Securities
- Series 7
- Wealth Management Services
- FINRA
- Microsoft Outlook
Crystal Cox Summary
- Crystal Cox, based in Madison, WI, US, is currently a Senior Vice President at Wealthspire Advisors. Crystal Cox brings experience from previous roles at Wells Fargo Advisors and UBS. Crystal Cox holds a 2015 - 2017 Master of Business Administration (M.B.A.) in Marketing @ University of Wisconsin-Whitewater. With a robust skill set that includes Fiduciary, Financial Planning, Certified Financial Planner, Divorce Law, Financial Advisory and more. Crystal Cox has 3 emails and 5 mobile phone numbers on RocketReach.
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