Jill Homer
Analyst-Equity presso Soltis Investment Advisors LLC
Profilo
Ms. Jill Homer is an Analyst at Soltis Investment Advisors LLC.
She joined the firm in May 2005.
She works in the retirement plan division of Soltis as a team analyst for fund performance and changes.
In this capacity, she educates new clients about their 401(k) plans by preparing informational literature, assembling enrollment booklets, and participating in training programs.
She also assists with corporate investment committee meetings.
Prior to joining Soltis, Ms. Homer worked for several years at a commercial bank.
Ms. Homer holds a Bachelor of Science degree in Finance from Southern Utah University.
Posizioni attive di Jill Homer
Società | Posizione | Inizio |
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Soltis Investment Advisors LLC
Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Analyst-Equity | 01/05/2005 |
Formazione di Jill Homer
Southern Utah University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Soltis Investment Advisors LLC
Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Finance |
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