Resumes
Resumes
Internal Sales , Business Development
View pageLocation:
San Diego, CA
Industry:
Insurance
Work:
Oneamerica
Internal Sales , Business Development
Wells Fargo Advisors Aug 2013 - Jan 2015
Retirement Development Consultant
Wells Fargo Advisors Mar 2009 - Jul 2013
Internal Retirement Consultant, Team Lead
Wells Fargo Advisors Sep 2000 - Feb 2009
Internal Retirement Consultant
The Hartford Nov 1998 - Aug 2000
Annuity Service Specialist
Internal Sales , Business Development
Wells Fargo Advisors Aug 2013 - Jan 2015
Retirement Development Consultant
Wells Fargo Advisors Mar 2009 - Jul 2013
Internal Retirement Consultant, Team Lead
Wells Fargo Advisors Sep 2000 - Feb 2009
Internal Retirement Consultant
The Hartford Nov 1998 - Aug 2000
Annuity Service Specialist
Education:
University of Connecticut 1995 - 1998
Bachelors, Bachelor of Science, Agriculture
Bachelors, Bachelor of Science, Agriculture
Skills:
Fixed Annuities
Retirement
Retirement Planning
Mutual Funds
Investments
Series 7
Financial Advisory
Wealth Management
Series 63
Sales
Insurance
Training
Financial Services
Management
Finance
Retirement
Retirement Planning
Mutual Funds
Investments
Series 7
Financial Advisory
Wealth Management
Series 63
Sales
Insurance
Training
Financial Services
Management
Finance
Certifications:
Crc, Certified Retirement Counsilor