Jenna Loader Email & Phone Number
Operations Manager @ W3 Wealth Management, LLC
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Jenna Loader Location
- Akron, OH, US
Jenna Loader Work
- 2024 -now Operations Manager @
- 2023 -2024 Senior Financial Paraplanner @
- 2019 -2023 Financial Paraplanner @
- 2016 -2019 Account Review Coordinator @
Jenna Loader Education
- Youngstown State University
Bachelor of Science in Business Administration in Finance, CFP Track
Jenna Loader Skills
- Relationship Management
- Teamwork
- Organization Skills
- Problem Solving
- Professional Ethics
- Time Management
- Mathematics
- Critical Thinking
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Research
- Team Leadership
- International Exposure
- Leadership
- Team Building
- Finance
- Customer Relationship Management Crm
- Public Speaking
- Financial Planning
- Strategic Planning
- Planning Software
- Cultural Adaptation
- Customer Relationship Management
Jenna Loader Summary
- Jenna Loader, based in Akron, OH, US, is currently a Operations Manager at W3 Financial Group. Jenna Loader brings experience from previous roles at W3 Financial Group. Jenna Loader holds a Bachelor of Science in Business Administration in Finance, CFP Track @ Youngstown State University. With a robust skill set that includes Relationship Management, Teamwork, Organization Skills, Problem Solving, Professional Ethics and more. Jenna Loader has 1 emails and 1 mobile phone numbers on RocketReach.
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