Jeane Koots Email & Phone Number
Sr. Registered Client Associate @ Vardhan Wealth Management
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Jeane Koots Location
- Pleasant Ridge, MI, US
Jeane Koots Work
- Sr. Registered Client Associate @ (February 2022 - Present)
- Senior Registered Client Associate @ (February 2019 - February 2022)
- Registered Client Associate @ (September 2017 - February 2019)
- Senior Registered Client Service Assoc. @ (February 2016 - September 2017)
- Senior Registered Associate @ (December 2002 - November 2015)
- Wedding Registry Consultant @ Marshall Field/Macy (May 1997 - December 2003)
- Loop Qualification Manager @ SBC/AT&T (August 2000 - May 2002)
- Vice President of Resource Development and Campaign Manager @ United Way Community Services (August 1998 - August 2000)
- Receptionist and Assistant to the Budget Analyst @ (September 1997 - August 1998)
Jeane Koots Education
- Wayne State University
Bachelor's degree (ENGLISH LANGUAGE AND LITERATURE/LETTERS)
Jeane Koots Skills
- Customer Service
- Microsoft Office
- Series 63
- Concur Expense
- Finance
- Financial Services
- Series 7
- Retirement Planning
- Microsoft Excel
- Mutual Funds
- Social Media
- Securities
- Strategic Planning
- Investments
Jeane Koots Summary
- Jeane Koots, based in Pleasant Ridge, MI, US, is currently a Sr. Registered Client Associate at Vardhan Wealth Management. Jeane Koots brings experience from previous roles at Raymond James, Ameriprise Financial Services, Inc. and Morgan Stanley. Jeane Koots holds a Bachelor's degree in ENGLISH LANGUAGE AND LITERATURE/LETTERS @ Wayne State University. With a robust skill set that includes Customer Service, Microsoft Office, Series 63, Concur Expense, Finance and more. Jeane Koots has 2 emails and 1 mobile phone numbers on RocketReach.
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