Angela Behm

Director of Client Experience & Operations Technology Lead at Jacobson & Schmitt Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Old Deerfield, Wisconsin, United States, US

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Experience

  • Jacobson & Schmitt Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Client Experience & Operations Technology Lead
      • Sep 2021 - Present

      Promotion

    • Operations and Client Experience Manager
      • May 2018 - Nov 2021

    • Paraplanner & Operations Manager
      • Sep 2007 - Apr 2018

  • Holt-Smith Advisors, LLC
    • Marketing/IT/Wealth Management Departments
      • Sep 1998 - Sep 2007

Education

  • Edgewood College
    Bachelor, Business Administration

Community

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