Job Description
As a Financial Planning Analyst, I assist clients with the development and implementation of comprehensive financial plans. In addition, I collaborate with Agili’s Investments Team and execute investment recommendations for our clients.
Education and Credentials
- Bachelor of Science in Business Administration, Concentration in Economics, University of Richmond
What is a career highlight for you?
My career highlight is accepting a full-time position here at Agili in the City of Richmond, which I have grown to love. It has been a tremendous pleasure getting to know my co-workers and the clients of the firm.
Job Description
As a Financial Planning Analyst, I assist clients with the development and implementation of comprehensive financial plans. In addition, I collaborate with Agili’s Investments Team and execute investment recommendations for our clients.
Education and Credentials
- Bachelor of Science in Business Administration, Concentration in Economics, University of Richmond
What is a career highlight for you?
My career highlight is accepting a full-time position here at Agili in the City of Richmond, which I have grown to love. It has been a tremendous pleasure getting to know my co-workers and the clients of the firm.
More About Jack
My favorite book is All the Light We Cannot See by Anthony Doerr.
What excites me about my work is engaging in a team of intelligent individuals whom I learn from each day.
When I’m not wearing my Personal CFO hat, I’m wearing my Buffalo Bills hat. In Josh Allen we trust.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018