Georgia Wallace Email & Phone Number
Chief Experience Officer @ Meehan Capital Advisors | Northwestern Mutual
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Georgia Wallace Location
- Coeur d'Alene, ID, US
Georgia Wallace Work
- Chief Experience Officer @ (May 2024 - Present)
- Director of Operations and Client Services @ (December 2021 - May 2024)
- Executive Assistant to Joey Meehan, CLU®, CFP®, RICP® @ (January 2018 - December 2021)
- Recruiter, Severs Financial District @ (June 2015 - November 2016)
- Executive Assistant to Joey Meehan, CLU® @ (April 2014 - May 2015)
- Assistant to Eric Smith, General Manager @ (July 2008 - December 2013)
Georgia Wallace Education
- The American College of Financial Services
Retirement Income Certified Professional® (Financial Planning and Services)
2023-2025 - The American College of Financial Services
Chartered Leadership Fellow (Organizational Leadership)
2019-2022 - Lewis-Clark State College
Bachelor of Business Administration (BBA) (Minor in Marketing)
2013-2015 - North Idaho College
Associates of Science (Business Administration)
2010-2013 - Wallace High School 2006-2010
Georgia Wallace Skills
- Customer Service
- Customer Satisfaction
- Microsoft Excel
- Microsoft Office
- Automotive
- Switchboard
- Switchboard Operator
- Telephone Reception
- Multi-line Phone
- Administrative Assistants
- Confidentiality
- Executive Support
- General Office Skills
- Spreadsheets
- Expense Reports
- Sales
- Team Building
- Purchasing
- Bookkeeping
- Automobile
- Training
- Leadership
- Negotiation
- Sales Management
- Management
- Microsoft Word
- Marketing
- Social Media
- Social Networking
- Teamwork
- Recruiting
- Multi Line Phone
Georgia Wallace Summary
- Georgia Wallace, based in Coeur d'Alene, ID, US, is currently a Chief Experience Officer at Meehan Capital Advisors | Northwestern Mutual. Georgia Wallace brings experience from previous roles at Meehan Capital Advisors and Northwestern Mutual. Georgia Wallace holds a 2023 - 2025 Retirement Income Certified Professional® in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Office, Automotive and more. Georgia Wallace has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Meehan Capital Advisors | Northwestern Mutual Employees
Georgia Wallace
Chief Experience Officer
Coeur d'Alene, ID, US
Joey Meehan
Founder
Coeur d'Alene, ID, US
Hawley Gottschalk
Director of Client Experience
Coeur d'Alene, ID, US
Cody Garza
Director of Planning and Execution
Coeur d'Alene, ID, US
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