Chief Operating Officer@ Robustwealth
Newtown, Pennsylvania, United States
Jessica Henricksen
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Tell me more about Jessica Henricksen?
FlashIntel GPTJessica Henricksen is a highly motivated professional with 26.3 years of experience in the financial services industry. She specializes in 401k, strategy, and retirement plan consulting, with expertise in series 6, defined benefit, and retirement planning. Jessica is known for her ability to work with a team of experts and her ability to present ideas to people at all levels of the organization. She has held various positions at Principal Financial Group, including Chief Operating Officer and Director of Individual Investor. Jessica's extensive experience and skills make her a valuable asset in the field of financial services.
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About
I'm highly motivated to meet the sales objectives set for our team. I'm a good collaborator who's able to see the big picture and work toward win/win solutions for all parties. I'm able to present my ideas to people at all levels of the organization.
Work Experience
Chief Operating Officer
Jessica Henricksen's Professional Milestones
- Plan Design Consultant (2000-08-01~2004-01-01): Provided successful project planning for clients, ensuring optimal outcomes and productivity.
- Assistant Director - Institutional Sales (2014-03-01~2017-03-01): Streamlined sales processes to increase efficiency and optimize the company's institutional sales operations.
Skill
401k
Strategy
Retirement Plan Consulting
Series 6
Defined Benefit
Retirement
Series 63
Series 7
Erisa
Profit Sharing
Series 24
Qualified Retirement Plans
Defined Contribution
Retirement Planning
Mutual Funds
Insurance
Financial Services
Investments
Certification
Colleagues
Other Named Jessica Henricksen
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Jessica Henricksen works for Robustwealth
Jessica Henricksen's role in Robustwealth is Chief Operating Officer
Jessica Henricksen's colleagues are Neal Hill,Matthew Schafer,Jessica Wilson
Jessica Henricksen's latest job experience is Chief Operating Officer at Robustwealth
