Financial Advisor@ Edward Jones
Fort Smith, Arkansas, United States
Chrissy Nguyen
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Tell me more about Chrissy Nguyen?
FlashIntel GPTChrissy Nguyen is a Registered Client Associate with 18 years of experience in various roles. She has a strong skill set in series 7, series 66, client associate, customer service, bookkeeping, accounts receivable, and more. Based in Fort Smith, Arkansas, Chrissy has worked at Edward Jones and Merrill Lynch, gaining expertise in finance and accounting. She also has experience as an Account Executive, Administrative Assistant, Back Dock Lead, and Financial Advisor. With a Bachelor's Degree in Business Administration, Chrissy is a dedicated professional with a proven track record in providing exceptional client service.
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About
Registered Client Associate with over 10 years client service experience. Professional with a Bachelor’s Degree of Science in Business Administration.
Work Experience
Financial Advisor
Financial Services
Chrissy Nguyen's Professional Milestones
- Financial Advisor (2019-05-01~): Provided strategic financial guidance and strategies to optimize company's profitability and protect its interests.
- Registered Client Associate (2016-09-01~): Secured numerous referrals and exceeded customer expectations.
Skill
Series 7
Series 66
Client Associate
Customer Service
Bookkeeping
Accounts Receivable
Accounts Payable
Spreadsheets
Data Entry
Accounting
Quickbooks
Account Reconciliation
Microsoft Office
Powerpoint
Invoicing
Payroll
Administrative Assistance
Office Management
Outlook
Microsoft Excel
Inventory Management
Time Management
Budgets
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Tim McMartin, CFP® CIM® CLU®
Financial Advisor | Retirement Planning | Business Owner Of Examiners | Insurance | Estate Inclusions | Toronto
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Other Named Chrissy Nguyen
Frequently asked questions
We found 2 Chrissy Nguyen's email addresses
We found 5 Chrissy Nguyen's phone numbers
Chrissy Nguyen's social media include: Linkedin,
Chrissy Nguyen works for Edward Jones
Chrissy Nguyen's role in Edward Jones is Financial Advisor
Chrissy Nguyen works in the industry of Financial Services
Chrissy Nguyen's colleagues are Barrett Feltmeier,Erika Gish,Tim McMartin, CFP® CIM® CLU®
Chrissy Nguyen's latest job experience is Financial Advisor at Edward Jones
