Genevieve Zeletz's Location
Houston, TX, US
Genevieve Zeletz's Work
- Client Manager @ Mosaic Advisors
- Client Specialist @ Financial Services Company
- Client Services and Trading Paraplanner @ Financial Services Company
- Internal Retirement Sales Consultant @ Invesco US
- Technical Retirement Specialist and Chairman's Council Representative @ AIM Investments/ Invesco AIM/ Invesco
Genevieve Zeletz's Education
- The University of Texas at Austin
BA (Sociology)
1991 - 1997 - Klein Forest High School1987 - 1991
Genevieve Zeletz's Skills
- Series 7
- Mutual Funds
- Series 6
- Retirement
- Asset Allocation
- Uniform Combined State Law
- Investments
- 401k
- Retirement Planning
- Investment Strategies
Genevieve Zeletz's Summary
Genevieve Zeletz, based in Houston, TX, US, is currently a Client Manager at Mosaic Advisors, bringing experience from previous roles at Ameriprise Financial Services, Inc., Invesco US and AIM Investments/ Invesco AIM/ Invesco. Genevieve Zeletz holds a 1991 - 1997 BA in Sociology @ The University of Texas at Austin. With a robust skill set that includes Series 7, Mutual Funds, Series 6, Retirement, Asset Allocation and more, Genevieve Zeletz contributes valuable insights to the industry. Genevieve Zeletz has 4 emails on RocketReach.
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