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Jack Hannan Location
Cincinnati, OH, US
Jack Hannan Work
Financial Advisor @ (July 2026 - Present)
Financial Advisor @ (October 2024 - July 2026)
Regional Center Planning Consultant - Premium @ (April 2024 - December 2024)
Workplace Planning Consultant III @ (May 2023 - April 2024)
Workplace Planning Consultant II @ (July 2021 - June 2023)
Workplace Planning Consultant 1 @ (April 2021 - July 2021)
Investment Solution Representative @ (March 2020 - April 2021)
Financial Representative @ Western & Southern Life (June 2019 - March 2020)
Summer Intern @ (May 2018 - January 2019)
Intern @ (May 2016 - August 2017)
Senior Advisor @ (May 2015 - May 2016)
Assistant Manager @ (March 2015 - August 2015)
Jack Hannan Education
Miami University
Bachelor's degree (Finance and Financial Management Services)
2015-2019
St. Xavier High School 2011-2015
Jack Hannan Skills
401(k) Retirement Savings Plans
Asset Management
Cash Flow Optimization
Estate Planning
Family Wealth Management
Financial Planning
Holistic Financial Planning
Inheritance Tax Planning
Investment Management
Portfolio Management
Portfolio Risk Management
Retirement Income Strategies
Retirement Planning
Retirement Savings
Risk Management
Tax Planning
Wealth Management Services
eMoney Financial Planning Software for Advisors
Jack Hannan Summary
Jack Hannan, based in Cincinnati, OH, US, is currently a Financial Advisor at Bluespring Wealth Partners. Jack Hannan brings experience from previous roles at Ritter Daniher Financial Advisory LLC and Fidelity Investments. Jack Hannan holds a 2015 - 2019 Bachelor's degree in Finance and Financial Management Services @ Miami University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, Cash Flow Optimization, Estate Planning, Family Wealth Management and more. Jack Hannan has 1 emails and 1 mobile phone numbers on RocketReach.
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