JW
Julie Wilson
Partner Relations Coordinator at Koss Olinger
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Work Experience
Jul 2014 - Present · 10 years and 5 months
Partner Relations Coordinator
Jun 2019 - Present · 5 years and 6 months
Executive Assistant To Managing Partners
Jul 2014 - Present · 10 years and 5 months
Marketing Coordinator, Office Manager
Apr 2013 - Jul 2014 · 1 years and 3 months
Company Details
11-50 Employees
Koss Olinger, a Gainesville, Florida based wealth management firm, was founded by Bill Koss and Bill Olinger in 1969. Today Koss Olinger provides more than wealth management services. We are committed to long-term relationships focused on you, your family and your legacy. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Advisory Services offered through Koss Olinger Consulting, LLC. An SEC Registered Investment Advisor. Koss Olinger and Valmark are separate entities
Year Founded
1969
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
2700-A NW 43rd Street Gainesville, Florida 32606, US
Keywords
investment advisorylife insurancewealth managementstrategy sessionsimplement gameevent strategy sessionstap taxabledivorce financial planning
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