2017 -
2021 Director of Consumer Lending Operations @
2017 -
2017 Director of Consumer Lending Operations @ USAA Federal Savings Bank
2009 -
2012 Financial Planning Director @
2006 -
2008 Financial Planner @
2004 -
2006 Financial Planner @ Quest Capital Management
2002 -
2004 Financial Planner @
Heath Jackson Education
Texas Tech University
MS Personal Financial Planning (Personal Financial Planning)
2000
-
2002
Lubbock Christian University
Bach Business Admin (Finance)
1996
-
2000
San Jon High
Heath Jackson Skills
Wealth Management
Financial Planning
Investments
Estate Planning
Retirement Planning
Wealth
Strategy
Project Management
Loans
Finance
Heath Jackson Summary
Heath Jackson, based in San Antonio, TX, US, is currently a Managing Consultant at TruGrowth Consulting. Heath Jackson brings experience from previous roles at Herbers & Company, USAA and USAA Federal Savings Bank. Heath Jackson holds a 2000 - 2002 MS Personal Financial Planning in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Wealth Management, Financial Planning, Investments, Estate Planning, Retirement Planning and more. Heath Jackson has 2 emails and 2 mobile phone numbers on RocketReach.
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