Janet Simpson Email & Phone Number
Administrative Assistant @ Oak Capital Management, LLC
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Janet Simpson Location
- Easley, SC, US
Janet Simpson Work
- Administrative Assistant @ (July 2025 - Present)
- Client Service Excellence Center - Representative @ (October 2023 - June 2024)
- PWM Client Onboarding @ (June 2022 - November 2023)
- Contract - Case Advisor CICEO @ (April 2021 - April 2022)
- Client Specialist @ (October 2018 - January 2021)
- Relationship Manager @ 1st Global (August 2014 - October 2018)
- Securities Associate and Executive Assistant @ Waldman Bros (January 2012 - July 2014)
- Registered Assistant and Office Admin @ DeRamus Wealth Management, LLC (October 2010 - February 2012)
- Registered Client Services Associate @ (May 2010 - October 2010)
- Branch Administrator @ (September 1999 - April 2010)
- Accounting Assistant @ Magnolia Media Group (January 1998 - January 1999)
Janet Simpson Education
- Dallas County Community College
(International Business)
1995-1997 - North Mesquite High School 1995
- Haltom High School 1995
Janet Simpson Skills
- 401k
- Administrative Assistants
- Alternative Investments
- Anti-Money Laundering
- Appointment Scheduling
- Attention to Detail
- Client Profiles
- Code of Ethics
- Communication
- Equities
- Executive Administrative Assistance
- FINRA
- Financial Advisory
- Financial Planning
- Financial Services
- Financial Support
- Insurance
- Insurance Licensing
- Investments
- Management
- Microsoft Excel
- Mutual Funds
- Options Strategies
- Organization
- Organizational Leadership
- Outlook
- Problem Solving
- Sales
- Securities
- Securities Licensing
- Series 10
- Series 63
- Series 65
- Series 7
- Series 9
- Skilled Multi-tasker
- Superior Client Service
- Trading
- Wealth Management Services
- Written Communication
Janet Simpson Summary
- Janet Simpson, based in Easley, SC, US, is currently a Administrative Assistant at Oak Capital Management, LLC. Janet Simpson brings experience from previous roles at Vanguard, Goldman Sachs, Wells Fargo Advisors and Baird. Janet Simpson holds a 1995 - 1997 Dallas County Community College. With a robust skill set that includes 401k, Administrative Assistants, Alternative Investments, Anti-Money Laundering, Appointment Scheduling and more. Janet Simpson has 1 emails and 1 mobile phone numbers on RocketReach.
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