Courtney R. - Email & Phone Number

Client Service Associate at The Millstone Evans Group

Courtney R. is based out of Boulder, Colorado, United States of America and works at The Millstone Evans Group as Client Service Associate.

Courtney R.'s Contact Information

Latest update

December 12, 2024

Location

Boulder, Colorado, United States of America

Courtney R.'s Work History

Client Service Associate

The Millstone Evans Group

Apr 2024 - Present

Resident Director Assistant (Operations)

Merrill Lynch

Jun 2023 - Mar 2024

Wealth Management Client Associate

Merrill Lynch

Aug 2022 - Mar 2024

Education Coach

Guild Education

Nov 2019 - Aug 2022

Reimbursement Specialist (Support)

Guild Education

Jan 2022 - Jun 2022

Bookkeeper of the Asian American and Pacific Islander Guilders (ERG)

Guild Education

Apr 2021 - Feb 2022

Courtney R.'s Education

Texas Tech University

Master of Science in Personal Financial Planning

Aug 2024 - Aug 2026

Wilmington University

Master of Business Administration - MBA

Jan 2020 - Jan 2022

Washington State University

Bachelor of Science in Economic Sciences

Jan 2014 - Jan 2020

Courtney R.'s Skills

Financial Literacy

Account Management

Communication

Optimism

Warmth

Empathy

Courtney's current employer

The Millstone Evans Group

Description

An experienced and caring team of financial and investment professionals, dedicated to serving as your “Financial Partners for Life.”

Website

millstoneevansgroup.com

HQ Location

Boulder, CO, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about The Millstone Evans Group

Frequent questions about Courtney R.

What company is Courtney R. working for?

Courtney R. works for The Millstone Evans Group.

What is Courtney R.'s function at The Millstone Evans Group?

Courtney R. is Client Service Associate at The Millstone Evans Group.

Where is Courtney R. based?

Courtney R. is based out of Boulder, Colorado, United States of America.

Who are Courtney R.'s co-workers?

Courtney R.'s colleagues are Sacha Millstone, Greg Evans, Michele Duvall, Martial Frindéthié, Brad Michalchuk, Humera Diwan, Riley Thoubboron, Jarrett Sharp.

Courtney's co-workers

Vice President Human Resources & Administration

Martial Frindéthié

Director Of Operations, Financial Planning Associate

Brad Michalchuk

Director of Financial Planning and ESG Research

Humera Diwan

Director Financial Planning and ESG Research

Riley Thoubboron

Chief Compliance Officer, Financial Planning Consultant

Jarrett Sharp

Chief Financial Officer, Financial Planning Associate

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.