Janice Narlock Email & Phone Number
Operations Specialist @ Coastline Wealth Management
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Janice Narlock Location
- Wisconsin, United States
Janice Narlock Work
- 2025 -now Operations Specialist @
- 2025 -now Owner @ River Birch Tax LLC
- 2019 -2025 Financial Planning Specialist @
- 2015 -2019 Senior Sales Support Specialist @
- 2014 -2019 Tax Professional @ / Anne M. Rasmussen CPA, LLC
- 2014 -2015 Senior Customer Relationship Professional | Managed Accounts, Trades and Service @
- 2011 -2014 Customer Contact Professional @
- 2008 -2013 Senior Tax Advisor 2 @
- 2001 -2011 Founding Director @ Apple Valley Piano Studio
- 1988 -2000 Financial Controller @ Polypro International Inc.
Janice Narlock Education
- University of Wisconsin-Eau Claire
Bachelor of Arts (B.A.) (Spanish, Management Information Systems, Secretarial Administration)
- Other Education
Janice Narlock Skills
- Microsoft Office
- Drake Tax Software
- H&R Block Tax Software
- Vista
- Salesforce
- Apl
- Windows 7
- Thomson One
- Quickbooks Familiarity
- Lotus Notes
Janice Narlock Summary
- Janice Narlock, based in Wisconsin, United States, is currently a Operations Specialist at Coastline Wealth Management. Janice Narlock brings experience from previous roles at River Birch Tax LLC, Ameriprise Financial Services, Inc. and / Anne M. Rasmussen CPA, LLC. Janice Narlock holds a Bachelor of Arts (B.A.) in Spanish, Management Information Systems, Secretarial Administration @ University of Wisconsin-Eau Claire. With a robust skill set that includes Microsoft Office, Drake Tax Software, H&R Block Tax Software, Vista, Salesforce and more. Janice Narlock has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coastline Wealth Management Employees
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Daniel Schwamb
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