Jon Wylie Email & Phone Number
Sr. Wealth Advisor @ BCU Wealth Advisors, LLC
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Jon Wylie Location
- Sun Prairie, WI, US
Jon Wylie Work
- 2018 -now Sr. Wealth Advisor @
- 2015 -2018 Investment Advisor Representative @
- 2014 -2015 Business Analyst @
- 2013 -2013 Industrials Sector Analyst @ SMEF
- 2013 -2013 Branch Manager and Intern @
- 2010 -2013 IT Intern and Help Desk @
- 2011 -2011 Accounting Intern @
- 2010 -2011 Licensed Representative @
Jon Wylie Education
- The American College of Financial Services
CFP Coursework
2017-2018 - University of Wisconsin–Oshkosh
Bachelor of Business Administration (BBA) (Finance)
2009-2013 - Hochschule Osnabrück
International Business Management
2011-2012 - Oshkosh North High School 2005-2009
Jon Wylie Skills
- PowerPoint
- Customer Service
- Banking
- Property and Casualty Insurance
- Investments
- Sales
- Social Media
- Life Insurance
- Insurance
- Finance
- Financial Analysis
- Microsoft Excel
- Financial Planning
- Portfolio Management
Jon Wylie Summary
- Jon Wylie, based in Sun Prairie, WI, US, is currently a Sr. Wealth Advisor at BCU Wealth Advisors, LLC. Jon Wylie brings experience from previous roles at Reis Financial Services, LLC, ACUITY, A Mutual Insurance Company, SMEF and College Works Painting. Jon Wylie holds a 2017 - 2018 CFP Coursework @ The American College of Financial Services. With a robust skill set that includes PowerPoint, Customer Service, Banking, Property and Casualty Insurance, Investments and more. Jon Wylie has 2 emails and 4 mobile phone numbers on RocketReach.
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