We found the following information about Jennifer Coffey Smith at Financial Connections Group, Inc., where this person has worked as a Director of Financial Planning since 2013. Jennifer's total work experience is over nine years, during which time the professional had at least four jobs at different companies to develop skills. Jennifer studied at the Creighton University from 2009 to 2011. Currently, Jennifer is located in San Francisco, California. You can contact with Jennifer by looking for phone or email or find exhaustive information by requesting access to this professional's further details.
Name variants:
Jen Smith,
Jenny Smith,
Jennie Smith,
Jenne Smith,
Jan Smith
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Last Update
Jul 1, 2022
Email
ni**@gmail.com
Location
San Francisco, CA
Workplace
Director of Financial Planning
Corte Madera, CA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Director of Financial Planning
21 Tamal Vista Blvd #105, Corte Madera, CA 94925
from Nov 2013
Client Engagement Manager
444 Spear St SUITE 210, San Francisco, CA 94105
May 2013 — Sep 2013
Investment Consultant Ultra High Net Worth
100 Vanguard Blvd, Valley Forge, PA
Nov 2010 — May 2013
Education
2009 — 2011
2000 — 2002
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Financial Planners
Series 63
Security Analysis
Business Development
Investments
Series 7
Asset Allocation
Stock Compensation
Small Business Retirement Planning
Mutual Funds
Series 6
FAQs about Jennifer Coffey Smith
What's the main profession of Jennifer Coffey Smith?
Jennifer is a Director of Financial Planning.
What jobs is Jennifer Coffey Smith proficient at at?
Jennifer is proficient at Executive and Director jobs.
Where does Jennifer Coffey Smith currently live?
San Francisco, California is the place where Jennifer Coffey Smith currently lives
Does Jennifer Coffey Smith have the email address?
ni**@gmail.com is Jennifer Coffey Smith's email address.
Where did Jennifer Coffey Smith work?
The expert worked at Financial Connections Group, Inc., Nestwise.
Where has Jennifer Coffey Smith studied?
Jennifer studied at the Creighton University from 2009 to 2011.
What is professional industry that Jennifer Coffey Smith is connected to?
This person works in Financial Services industry.
What are the skills of Jennifer Coffey Smith?
Jennifer Coffey Smith has skills in the following areas: Retirement Planning, Financial Planners, Series 63, Security Analysis, Business Development, Investments, Series 7, Asset Allocation, and Stock Compensation.