Jeani Fink
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Experience:
- Financial Services Representative, Compass Rose Financial Services
- Institutional Marketing Coordinator, Capital Group / American Funds
- Client Account Coordinator & Compliance Group Manager, Fisher Investments
- Founder of Compass Rose Acupuncture
- Acupuncturist at Zynga Inc.
Education & Credentials
- Industry designations: Series 7 & 66, Life and Health Insurance License
- B.S. Business Administration, Minor in Marketing, Santa Clara University
- M.S. Traditional Chinese Medicine, American College of Traditional Chinese Medicine
- Jeani and Tom Fink share 55 years of industry experience
Interests:
- After twenty-two years in San Francisco, Jeani moved back to Portland to be closer to family and join her father’s financial services team.
- Jeani enjoys spending the spring months on the tennis court coaching at her alma mater, St. Mary’s Academy.
- Away from the office, Jeani is an avid runner and tennis player, niece and nephew-entertainer, backpacker and world traveler. While at home, she’s often tending garden, playing with her lab or working on her fixer-upper with her fiancé.
Phone
503-620-6262
Fax
844-222-9830
E-mail
jeani@compassrosefs.com
Website
www.linkedin.com/in/jeanifink/