👤 Personal Information
Full Namewhitney jelinek
Gender—
Locationcasper, wyoming (united states)
Birth Year—
💼 Professional Details
Job Titlefinancial advisor
Industryfinancial services
Experience12 years
SummaryI am hoping to transition into a full-time position in the financial services sector, ideally in wealth management. On this front, I will use my extensive background in finance and customer service and utilize both my vocational and educational background.
I am currently pursuing my Master’s of Science degree in Financial Planning at Montana State University. This Financial Planning program is made possible through the Great Plains Interactive Distance Education Alliance.
The GPIDEA graduate program provides students the ability to take classes with students and from professors at the 8 universities that comprise the program: Montana State University, Iowa State University, Kansas State University, University of Missouri, University of Nebraska-Lincoln, North Dakota State University, Oklahoma State University, and South Dakota State University.
Feel free to email me at whitneyjelinek@gmail.com to connect further.
🛠 Skills
customer service
individual retirement accounts
education savings
portfolio and retirement plan reviews
finance
portfolio strategies
portfolio performance analysis
retirement income strategies
retirement planning
public speaking
529 plans
annuities
roth ira
401k options
401ks
simple ira
bonds
common stock
portfolio review