EPISODE · Mar 29, 2022 · 10 MIN
March Madness
from Reach Your Summit Podcast · host Summit Wealth Group
How’s your March Madness bracket doing? Did your bracket break after one of the upsets or did you beat the odds and pick the underdog to win? Hosts:Oliver Wilson | Registered Financial Assistant Oliver Wilson, Registered Financial Assistant, joined the Lakewood office in February 2020. He holds the FINRA Series 7 and 63 licenses. Oliver has a B.S. in Sports Administration from Fort Lewis College in Durango, Colorado. Prior to Summit Wealth Group, Oliver had worked at two major brokerage firms in various roles. He started out working as a stockbroker on the phones in contact centers across the Denver Metro and Front Range areas. Most recently he worked in Stock Plan Service where he would work with clients who had equity awards and equity compensation from their company's benefit plan. Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
What this episode covers
How’s your March Madness bracket doing? Did your bracket break after one of the upsets or did you beat the odds and pick the underdog to win? Hosts: Oliver Wilson | Registered Financial Assistant Oliver Wilson, Registered Financial Assistant, joined the Lakewood office in February 2020. He holds the FINRA Series 7 and 63 licenses. Oliver has a B.S. in Sports Administration from Fort Lewis College in Durango, Colorado. Prior to Summit Wealth Group, Oliver had worked at two ...
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March Madness
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