Wealth Management Intern @ (September 2022 - November 2022)
Wealth Management Intern @ (May 2022 - September 2022)
Client Services @ (January 2022 - April 2022)
Office Assistant @ (July 2020 - April 2021)
Makemma Wolff Education
Texas Tech University School of Financial Planning
Bachelor of Science - BS (Personal Financial Planning)
2019-2022
Makemma Wolff Skills
Analytical Skills
Business Development
Client Liaison
Customer Relationship Management (CRM)
Finance
Financial Planning
High-Level Relationship Management
Insurance
Interpersonal Skills
Investments
Life Insurance
Microsoft Excel
Morningstar
Note Taking
Orion
Redtail
Remote Teamwork
Stock Market Analysis
Teamwork
Makemma Wolff Summary
Makemma Wolff, based in Houston, TX, US, is currently a Associate Wealth Manager at Willis Johnson Wealth. Makemma Wolff brings experience from previous roles at Theory Planning Partners, Avion Wealth, LLC, Texas Tech University and Brownlee Wealth Management. Makemma Wolff holds a 2019 - 2022 Bachelor of Science - BS in Personal Financial Planning @ Texas Tech University School of Financial Planning. With a robust skill set that includes Analytical Skills, Business Development, Client Liaison, Customer Relationship Management (CRM), Finance and more. Makemma Wolff has 1 emails on RocketReach.
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