Knowledgeable Retirement Plan Specialist specializing in Qualified & Non-Qualified planning and bringing years of related experience in insurance and FINRA securities. Conscientious about completing thorough reviews to better serve fiduciary needs with current, effective systems. Excellent decision-making and prioritization skills.
Passionate to create and service exceptional financial plans, while furthering financial education amongst the clients.
Dedicated and organized professional seeking new opportunities to drive company success while focusing on projects and processes. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments.
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My role at Allure IMA incorporates the following job functions:
Serving as an account manager under the American Fidelity Education Services (AFES) division, my role incorporated the following job functions:
American Express Line was conceived as a dispatch entity, but soon moved to the field and expanded its operations with owning equipments. Company owns a few Trucks and trailers(53').
Job duties included:
Job duties included:
Financial Markets
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Executive Assistant/Office Manager Reporting to the President/General Counsel & V.P. Business Dev.
FrontierTech, Inc
City , STATE