Registered Client Services Specialist @ (September 2017 - December 2019)
Client Service Associate @ (September 2015 - September 2017)
Accounts Payable Checkwriter @ (April 2014 - September 2015)
Investment Sales Broker Assistant @ (January 2014 - April 2014)
Accounting Intern @ Capstone 3D Management (May 2012 - December 2013)
John Munz Education
Kansas State University
Personal Financial Planning Certificate (Financial Planning and Services)
2014-2016
Kansas State University
Bachelor of Science (BS) (Financial Planning and Services)
2009-2013
Shawnee Mission West High School 2005-2009
John Munz Skills
Access
Accounting
Bloomberg
Budgets
Cold Calling
ComputerEase
Customer Service
Exit Planning
Exit Strategies
Financial Analysis
Leadership
Microsoft Excel
Microsoft Office
Microsoft Word
Oracle
PowerPoint
Public Speaking
QuickBooks
Research
Social Media
Statistics
Teamwork
Time Management
John Munz Summary
John Munz, based in Overland Park, KS, US, is currently a Adviser, Wealth and Investment Manager at FAS Wealth Partners. John Munz brings experience from previous roles at Aspyre Wealth Partners®, CD Wealth Management and United Surgical Partners International, Inc. John Munz holds a 2014 - 2016 Personal Financial Planning Certificate in Financial Planning and Services @ Kansas State University. With a robust skill set that includes Access, Accounting, Bloomberg, Budgets, Cold Calling and more. John Munz has 1 emails and 2 mobile phone numbers on RocketReach.
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