Jonas Roos Location
- Dallas, TX, US
Jonas Roos Work
- 2024 - now Investment Advisor @
- 2012 - 2023 Senior Manager and Sales Manager @
- 2010 - 2012 Client Outreach Team Leader and Registered Investment Advisor @
- 2007 - 2010 Client Outreach Representative @
- 2006 - 2007 Customer Service Representative @
Jonas Roos Education
- Baylor University - Hankamer School of Business
BBA (Financial Services & Planning)
2001 - 2005
Jonas Roos Skills
- Mutual Funds
- IRAs
- Financial Services
- Investments
- Strategic Financial Planning
- Employee Benefits
- Microsoft Excel
- Microsoft Office
- Customer Service
- PowerPoint
- Retirement
- 401k
- Pensions
- Wealth Management
- Financial Advisory
- Personal Financial Planning
- Financial Planning
- Process Improvement
Jonas Roos Summary
- Jonas Roos, based in Dallas, TX, US, is currently a Investment Advisor at Capital Investment Advisors. Jonas Roos brings experience from previous roles at GuideStone Financial Resources. Jonas Roos holds a 2001 - 2005 BBA in Financial Services & Planning @ Baylor University - Hankamer School of Business. With a robust skill set that includes Mutual Funds, IRAs, Financial Services, Investments, Strategic Financial Planning and more. Jonas Roos has 2 emails and 1 mobile phone numbers on RocketReach.
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