Jeneen Slack Location
California, United States
Jeneen Slack Work
- 2016 - now Financial Advisor @ Summit Financial Group, LLC
- 2010 - 2016 Certified Financial Planner™ @ CU Financial Partners, LLC
- 2004 - 2009 Financial Advisor @ Lincoln Financial Network
Jeneen Slack Education
- Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst®
2015 - 2016 - UCSC
Certified Financial Planning
2012 - 2013 - Cal State
B.S. (Finance)
2001 - 2006
Jeneen Slack Skills
- Project Planning
- Sales
- Financial Analysis
- PowerPoint
- Personal Finance
- Divorce Financial Analysis
- Investments
- Financial Planning Pre and Post Divorce
- Retirement Planning
Jeneen Slack Summary
Jeneen Slack, based in California, United States, is currently a Financial Advisor at Summit Financial Group, LLC. Jeneen Slack brings experience from previous roles at C.U. Financial Partners, LLC/Cetera Advisors, LLC and Lincoln Financial Network. Jeneen Slack holds a 2015 - 2016 Certified Divorce Financial Analyst® @ Institute for Divorce Financial Analysts. With a robust skill set that includes Project Planning, Sales, Financial Analysis, PowerPoint, Personal Finance and more. Jeneen Slack has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jeneen Slack
-
Jeneen Slack
Financial Advisor at Summit Financial Group, LLC
California, United States12
Top Summit Financial Group, LLC Employees
-
Nathan Bennett
Managing Partner at Summit Financial Group, LLC
San Ramon, CA, US23 -
Erin Haubner
Director of HR and Operations at Summit Financial Group, LLC
California, United States34 -
Dash Grammer
Financial Advisor at Summit Financial Group, LLC
San Francisco, CA, US3 -
Connor Merrigan
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Michael Schomaker
Financial Advisor at Summit Financial Group, LLC
California, United States21 -
Jeneen Slack
Financial Advisor at Summit Financial Group, LLC
California, United States12 -
Kristin Sullivan
Financial Advisor, MBA, CWS at Summit Financial Group, LLC
Pleasanton, CA, US34 -
Justin Ward
Associate Financial Advisor at Summit Financial Group, LLC
Walnut Creek, CA, US11 -
John Odea
Financial Advisor at Summit Financial Group, LLC
California, United States11 -
Kim Damiani
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Cody Smith
Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC
San Ramon, CA, US35+ -
Collin Sapp
Senior Client Service Coordinator at Summit Financial Group, LLC
Walnut Creek, CA, US24 -
Aimee David
Executive Assistant at Summit Financial Group, LLC
California, United States15+ -
Tyler Bailey
Financial Advisor at Summit Financial Group, LLC
California, United States24
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