Jackie Malich Email & Phone Number
Financial Planning Assistant @ Horizon Wealth Management
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Jackie Malich Location
- Indian Trail, NC, US
Jackie Malich Work
- Financial Planning Assistant @ (January 2019 - Present)
- Financial Planning Associate @ RW Wealth Management (January 2011 - December 2018)
Jackie Malich Education
- Illinois Wesleyan University
Bachelor's degree (Business Administration and Management, General)
2006-2010
Jackie Malich Skills
- Client Services
- Customer Relationship Management (CRM)
- Customer Service
- Data Entry
- Finance
- Financial Planning
- Financial Services
- Leadership
- Life Insurance
- Microsoft Excel
- Microsoft Word
- Presentations
- Retirement Planning
- Risk Management
- Wealth Management
Jackie Malich Summary
- Jackie Malich, based in Indian Trail, NC, US, is currently a Financial Planning Assistant at Horizon Wealth Management, LLC. Jackie Malich brings experience from previous roles at RW Wealth Management. Jackie Malich holds a 2006 - 2010 Bachelor's degree in Business Administration and Management, General @ Illinois Wesleyan University. With a robust skill set that includes Client Services, Customer Relationship Management (CRM), Customer Service, Data Entry, Finance and more. Jackie Malich has 3 emails and 1 mobile phone numbers on RocketReach.
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