Janice Narlock Location
Wisconsin, United States
Janice Narlock Work
- 2025 - now Operations Specialist @ Coastline Wealth Management
- 2025 - now Owner @ River Birch Tax LLC
- 2019 - 2025 Financial Planning Specialist @ Financial Services Company
- 2015 - 2019 Senior Sales Support Specialist @ Financial Services Company
- 2014 - 2019 Tax Professional @ / Anne M. Rasmussen CPA, LLC
- 2014 - 2015 Senior Customer Relationship Professional | Managed Accounts, Trades and Service @ Financial Services Company
- 2011 - 2014 Customer Contact Professional @ Financial Services Company
- 2008 - 2013 Senior Tax Advisor 2 @ H&R Block
- 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 2 mobile phone numbers on RocketReach.
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Others Named Janice Narlock
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Janice Narlock
Operations Specialist at Coastline Wealth Management
Wisconsin, United States25
Top Coastline Wealth Management Employees
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25
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David Mammina
Partner and Financial Advisor at Coastline Wealth Management
Port Jefferson, NY, US35+ -
Denis O'Leary
Director of Wealth Management at Coastline Wealth Management
Port Jefferson, NY, US2 -
Joseph Hall
Financial Advisor at Coastline Wealth Management
Woodbury, NY, US44 -
Kevin Filosa
Financial Advisor at Coastline Wealth Management
Ronkonkoma, NY, US15+ -
25+
-
Stephen Mincone
Financial Advisor at Coastline Wealth Management
Woodbury, NY, US1 -
Steffan Hagendorf
Managing Director at Coastline Wealth Management
Port Jefferson, NY, US1 -
Janice Narlock
Operations Specialist at Coastline Wealth Management
Wisconsin, United States25
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