2003 -2007 Director of Marketing @ Back Office Support Service (now InvestCloud)
2001 -2002 Vice President, Business Development @ RepVisor / Affiliated with Winsoft-Canada
1989 -2001 Director of Marketing and Business Development | COO @ FCSI - Developer of dbCAMS+/National Datamax (now Morningstar)
Karyn Dejong Education
Fort Hill High School
Frostburg State University
Karyn Dejong Skills
Series 7
Investment Management
Equities
Series 63
Selling
Investment Advisory
Portfolio Management
Asset Managment
Strategic Financial Planning
Investment Strategies
Investments
Financial Advisory
Alternative Investments
Business Development
Mutual Funds
Asset Allocation
Wealth Management
Securities
Hedge Funds
Retirement Planning
Retirement
Wealth
Relationship Management
Asset Management
Financial Services
Personal Finance
Financial Planners
Estate Planning
401k
IRAs
Fixed Annuities
ETFs
Options
High Net Worth Individuals
Wealth Management Services
FINRA
Fixed Income
Bonds
Separately Managed Accounts
Personal Financial Planning
Series 24
Long-term Care
Wealth Accumulation
Pensions
Financial Markets
Financial Planning
Sales
High Net Worth
Microsoft Excel
See 32+See Less
Personal Financial
Long Term Care
Business Strategy
Management
Project Management
Product Development
Strategic Financial
Research
Separately Managed
Karyn Dejong Summary
Karyn Dejong, based in California, United States, is currently a Member at Financial Planning Association (FPA). Karyn Dejong brings experience from previous roles at Morningstar, Total Rebalance Expert now part of Morningstar!, Back Office Support Service (now InvestCloud) and Ascendent Strategic Partners. Karyn Dejong holds a Fort Hill High School. With a robust skill set that includes Series 7, Investment Management, Equities, Series 63, Selling and more. Karyn Dejong has 3 emails and 1 mobile phone numbers on RocketReach.
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