Jackie Bird Email & Phone Number
SME Resource Manager @ Western Governors University
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Jackie Bird Location
- Salt Lake City, UT, US
Jackie Bird Work
- 2016 -now SME Resource Manager @
- 2014 -now Assessments Coordinator - Systems and Publication @
- 2012 -2014 Registered Advisor Assistant @
- 2009 -2012 Registered Client Associate @
- 2007 -2009 Retirement Services Specialist II @
- 2006 -2007 Retirement Services Specialist @
- 2005 -2006 Financial Advisor @
Jackie Bird Education
- Westminster College
Bachelor of Science (B.S.) (Business)
2001-2005
Jackie Bird Skills
- Alternative Investments
- Equities
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Securities
- Investments
- Asset Management
- Series 65
- Fixed Income
- Asset Allocation
- Investment Advisory
- Financial Analysis
- Mutual Funds
- Series 7
- Retirement Planning
- Wealth Management
- Investment Management
Jackie Bird Summary
- Jackie Bird, based in Salt Lake City, UT, US, is currently a SME Resource Manager at Western Governors University. Jackie Bird brings experience from previous roles at Western Governors University, Lefavi Wealth Management, RBC Wealth Management and Fidelity Investments. Jackie Bird holds a 2001 - 2005 Bachelor of Science (B.S.) in Business @ Westminster College. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Series 63 and more. Jackie Bird has 2 emails and 2 mobile phone numbers on RocketReach.
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