Shannon Nook, FPQP™
President at Liberty Financial Group, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Elm Grove, US
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Experience
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Liberty Financial Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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President
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Jan 1995 - 29 years
Elm Grove, Wisconsin, United States Financial Planning Staff Management Payroll/Bill Accounting Maintain Portfolio Database Systems
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Portfolio Manager's Assistant
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Jan 2000 - Jan 2007
Support Portfolio Manager Maintain Client Portfolio Records Processing Client Transfer Paperwork Completing Quarterly Report Distribution
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Administrative Assistant
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Feb 1995 - Jan 2000
Answer Phones Mass Mailings Copying & Scanning Projects
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Red Roof Inn
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United States
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Hospitality
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700 & Above Employee
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Client Service Representative
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Jan 1994 - Jan 1995
Front Desk Support
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Education
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2010 - 2014
Bryant & Strattton College
Bachelor's Degree, Financial Services -
2006 - 2007
College of Financial Planning
Financial Planning Qualified Professional Certification, Financial Planning and Services -
Milwaukee Area Technical College
Community
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