Cfp Alyssa Kole
I specialize in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of... | Kalamazoo, Michigan, United States
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Cfp Alyssa Kole’s Emails ak****@gr****.com
Cfp Alyssa Kole’s Phone Numbers 1616388****
Social Media
Cfp Alyssa Kole’s Location Kalamazoo, Michigan, United States
Cfp Alyssa Kole’s Expertise I specialize in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. I earned a bachelor's degree in business administration with a focus in accounting from Western Michigan University, and am a CERTIFIED FINANCIAL PLANNER practitioner.
Cfp Alyssa Kole’s Current Industry Greenleaf Trust
Cfp
Alyssa Kole’s Prior Industry
Th Plastics
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The Montessori School
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Midlink Logistics
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Walker Consultants
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Merrill Lynch Wealth Management
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Greenleaf Trust
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Work Experience
Greenleaf Trust
Wealth Management Advisor
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch Wealth Management
Financial Advisor
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Walker Consultants
Corporate Accountant
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Midlink Logistics
Accounting Specialist
Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
The Montessori School
Assistant to the Business Manager
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Th Plastics
Accounting Assistant
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Alyssa Kole Email Addresses
Cfp Alyssa Kole Phone Number
FAQ About Cfp Alyssa Kole
-
Cfp Alyssa Kole is located at
Kalamazoo, Michigan, United States -
Cfp Alyssa Kole is a
I specialize in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. I earned a bachelor's degree in business administration with a focus in accounting from Western Michigan University, and am a CERTIFIED FINANCIAL PLANNER practitioner. Greenleaf Trust -
Cfp Alyssa Kole currently works in the
Greenleaf Trust -
Cfp Alyssa Kole specializes in
I specialize in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. I earned a bachelor's degree in business administration with a focus in accounting from Western Michigan University, and am a CERTIFIED FINANCIAL PLANNER practitioner. -
Cfp Alyssa Kole speaks the following languages:
No languages available. -
Cfp Alyssa Kole has prior experience in the following industries:
Merrill Lynch Wealth Management , Walker Consultants , Midlink Logistics , The Montessori School , Th Plastics -
Cfp Alyssa Kole has the following professional experience:
Greenleaf Trust , Merrill Lynch Wealth Management , Walker Consultants , Midlink Logistics , The Montessori School , Th Plastics . -
You can view Cfp Alyssa Kole’s
LinkedIn profile at LinkedIn URL. -
Cfp Alyssa Kole’s work email addresses are
[email protected] . -
Cfp Alyssa Kole works at
Greenleaf Trust
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