Joanne J. Email & Phone Number
Registered Client Service Associate
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Joanne J. Location
- Santa Monica, CA, US
Joanne J. Work
- Registered Client Service Associate @ RIA (April 2026 - Present)
- Registered Client Service Associate @ (March 2025 - February 2026)
- Registered Client Service Associate @ (April 2023 - March 2025)
- Client Service Associate @ (May 2022 - December 2022)
- Aesthetic Sales @ (November 2020 - April 2022)
- Medical Sales Representative @ (January 2019 - June 2020)
- Program Managing Director @ (May 2018 - January 2019)
- Program Center Manager @ (May 2017 - May 2018)
- Supervisor @ (May 2016 - May 2017)
Joanne J. Education
- University of Montana
Bachelor's degree (Business/Corporate Communications)
2013-2017
Joanne J. Skills
- ACAT Transfers
- Account Maintenance
- Addepar
- Alternative Investments
- Attention to Detail
- Business Development
- Charles Schwab
- Critical Thinking
- Customer Service
- DRS Transfers
- Data Entry
- Day Trading
- Derivatives
- Envestnet
- Event Management
- Event Planning
- FINRA
- Fidelity
- Fundraising
- Hold Series 7
- Interpersonal Communication
- Intrapersonal Skills
- Investments
- Leadership
- Management
- Mathematics
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Teams
- Money Movements
- Morningstar
- Non-ACAT Transfers
- Non-Qualified Account Opening
- Opening New Accounts
- Operations
- Orion
- Pershing Accounts
- Point to Point
- Public Speaking
- Qualified Account Opening
- RMD Processing
- RedTail
- Sales Operations
- Salesforce.com
- Series 66
- Social Media
- Strategic Communications
- TD Ameritrade
- Time Management
- Trading
- Transfers
- Uniform Combined State Law
Joanne J. Summary
- Joanne J., based in Santa Monica, CA, US, is currently a Registered Client Service Associate at RIA. Joanne J. brings experience from previous roles at Gideon Strategic Partners, Cetera Financial Group, Lido Advisors, LLC and LaserAway. Joanne J. holds a 2013 - 2017 Bachelor's degree in Business/Corporate Communications @ University of Montana. With a robust skill set that includes ACAT Transfers, Account Maintenance, Addepar, Alternative Investments, Attention to Detail and more. Joanne J. has 1 mobile phone numbers on RocketReach.
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