TJ Walker Email & Phone Number
Financial Advisor @ Rooted Financial
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TJ Walker Location
- Portland, OR, US
TJ Walker Work
- 2017 - now Financial Advisor @
- 2023 - 2025 Financial Advisor @
- 2022 - 2023 Portland Director @
- 2013 - 2017 Financial Advisor @
- 2013 - 2013 Principal and Vice President of Operations @
- 2011 - 2013 Director Of Operations @
- 2006 - 2011 Account Manager @
TJ Walker Education
- Portland State University - School of Business
BS (Business Marketing and Management)
2002 - 2006 - Southwest Christian School 2000 - 2002
TJ Walker Skills
- Financial Advisory
- Retirement Planning
- Portfolio Strategies
- Investment Strategies
- Social Security
- College Savings Plans
- Tax-advantaged Investment Strategies
- Roth IRA
- Investments
- Securities
- Mutual Funds
- IRAs
- Life Insurance
- New Business Development
- Customer Service
- Business Development
- Sales Operations
- CRM
- Forecasting
- P&L Management
- Strategic Planning
- Sales
- 401k Options
- Wealth Strategies
TJ Walker Summary
- TJ Walker, based in Portland, OR, US, is currently a Financial Advisor at Rooted Financial Advisors. TJ Walker brings experience from previous roles at Pace Financial Advisors, Arkos Global Advisors, Edward Jones and Oregon Mattress Company. TJ Walker holds a 2002 - 2006 BS in Business Marketing and Management @ Portland State University - School of Business. With a robust skill set that includes Financial Advisory, Retirement Planning, Portfolio Strategies, Investment Strategies, Social Security and more. TJ Walker has 5 emails and 2 mobile phone numbers on RocketReach.
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