Jeremy R Quillin

Tulsa, OK

Financial Services

Investment Services
Series 7
Series 66
Financial Advisor
Retirement Planning
401K Options
Iras
Sep Iras
Portfolio Creation and Reviews
Mutual Funds
College Planning
Tailored Investment Solutions
Process Improvement
Management
Investments
Finance
Customer Service
Leadership
Microsoft Office
Strategic Planning
Sales
Public Speaking
Team Building
Financial Planning
Social Media
Microsoft Excel

Tulsa, OK

Investment Banking

Bank of Oklahoma
Registered Associate
Ameriprise Financial Services, Inc. 2016 - 2017
Associate Financial Advisor
Compass Pointe Financial 2016 - 2017
Registered Client Associate
Edward Jones 2013 - 2016
Financial Advisor

Mid - America Christian University 2011 - 2013
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Oklahoma State University 2001 - 2006
Bachelors, Bachelor of Science, Teaching, Education

Investments
Financial Planning
Portfolio Management
Business Development
Instructional Design
Curriculum Development
Series 7
Series 66
Asset Allocation
Asset Management
Sales
Customer Relationship Management
Mutual Funds
Account Management
Management
Customer Service
Microsoft Office
Customer Service Representatives
Microsoft Excel