Occupation:Personal Financial Advisor |
Location:Fort Myers, FL |
Education Level:Bachelor |
Will Relocate:YES |
Description
Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneurial team environment.
Accomplishments
Highlights:
Job Skills
Keywords
