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Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver providing direction and back office efficiency in the fast-moving investment management environment
Financial Specialist
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Specialist |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
Portland, OR |
