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This profile was last updated on 4/1/09  and contains information from public web pages and contributions from the ZoomInfo community.
 
Background

Employment History

  • Client Services Manager
    First Affirmative Financial Network LLC
Web References
SRIInvesting.com
www.SRIinvesting.com, 1 April 2009 [cached]
Jackie Warren
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Pictured (left to right): Gary Matthews, Jackie Warren, Shinita Gray-Virgil, Greg Garvan, Karen Kiriazis, George Gay, CEO of First Affirmative Financial Network, LLC.
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Jackie Warren
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Jackie Warren - Client Services Manager Jackie Warren is a Registered Para-planner and a Certified Tax Preparer. As Client Service Manager for the firm, she handles virtually all of the administrative tasks of the business, including customer relations, paper flow, and client information gathering. Her primary task is to provide the most reliable, timely and competent client service possible.
More...
About
Jackie Warren - Client Services Manager
Jackie has lived the majority of her life in Ithaca, NY where she has worked in both the food industry, as a cook and caterer, as well as the medical world as a phlebotomist/lab technician. Although she has been out of the restaurant business for many years, she still loves cooking and loves to have friends and family in for brunch and dinner parties.
Money with a Mission
www.moneywithamission.com, 6 Oct 2006 [cached]
JACKIE WARREN is a Registered Para-Planner, RPP, licensed from the College of Financial Planning.She also is a 'Certified Tax Preparer' She regular participates in CEU programs, and loves the math!
Money with a Mission
www.moneywithamission.com, 1 Nov 2007 [cached]
Jackie Warren490 Lower Creek Road Ithaca, NY 14850Phone: 607-257-8042Toll Free: 877-247-4758
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Coming up in 2008 will be more concentrated work with both community investments (options and services for you all to consider), as well as more communication about the shareholder proxy voting that goes on. .....Also in 2008 Jackie will begin working her way toward 'higher education' classes, taking Certified Financial Planner, CFP, courses.Greg will be continuing some earlier work done with the Kinder Institute, geared toward getting his registered Life Planner designation......
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As always let Jackie or myself know of any questions.
Money with a Mission
www.moneywithamission.com, 6 Oct 2006 [cached]
JACKIE WARREN - A Registered Paraplanner and a Certified Tax Preparer.As the Client Service Manager, she handles virtually all of the mechanics of keeping the admisnistrative end of our business going.Paper flow, client information and customer relations are the bedrock of her work, so that we can better serve our clients.
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