Jacquelyn Winkler

Associate Wealth Advisor at Copper Leaf Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Williston, US
Skills

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Bio

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Experience

  • Copper Leaf Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Advisor
      • Aug 2021 - Present

      Williston, Vermont, United States

    • Client Services Associate
      • Apr 2020 - Aug 2021

      Williston, Vermont, United States

  • Kinney Drugs
    • United States
    • Retail
    • 500 - 600 Employee
    • Patient Advocate
      • Dec 2018 - Apr 2020

      Burlington, Vermont Area

  • Saint Michael's College
    • United States
    • Higher Education
    • Sales Associate
      • Aug 2017 - Mar 2020

      Colchester, VT, United States

  • VSECU
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Intern
      • Jun 2019 - Jan 2020
  • Vermont Lake Monsters
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Inflatables Supervisor
      • Jul 2018 - Oct 2019

      Burlington, Vermont Area

  • CVS Health
    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Pharmacy Technician
      • Sep 2017 - Dec 2018

      Burlington, Vermont Area

  • Medicine Shoppe Pharmacy
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Pharmacy Technician
      • Aug 2015 - Aug 2017

      Barre, Vermont

Education

  • Boston University
    Certificate in Financial Planning
    2022 - 2024
  • Saint Michael's College
    Bachelor's degree, Business Administration and Management, General
    2017 - 2020

Community

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