Industry:
Financial Services
Work:
Raymond James
Financial Advisor
Northwestern Mutual Jan 2016 - Jan 2018
Financial Advisor
Regions Bank Jan 2016 - Jan 2018
Financial Advisor - Vice President
Shoemaker Financial Jun 2015 - Nov 2015
Registered Representative
88 Keys Tax Solutions Oct 1, 2013 - Apr 1, 2015
Financial Tax Analyst
Education:
Lemoyne - Owen College 2011 - 2014
Bachelors, Bachelor of Business Administration, Business Management, Management, Marketing, Finance, Business
Skills:
Team Building
Operations Management
3Pl
Microsoft Word
Account Management
Individual Tax Preparation
Financial Reporting
Tax Accounting
Federal and State Income Tax Compliance
Us Gaap Reporting
Life Insurance
Health Insurance
Financial Planning
Investments
401K Rollovers
Annuity Sales
Asset Protection
Educational Funding Strategies
Key Person Protection
Long Term Care Insurance
Retirement Planning
Risk Management
Buy Sell Agreements
Certifications:
Tennessee Life Producer
Tennessee Health Producer
Variable Life Producer
Series 7 Registration
Series 66 Registration
Financial Industry Regulatory Authority (Finra)