Retirement Homes Hallel
Financial Advisor and Managing Director
Voya Financial 2007 - 2009
Regional Vice President
Regions Bank 2003 - 2006
Financial Advisor
Wells Fargo 2000 - 2003
Financial Advisor
Education:
Babson College 1994 - 1998
Bachelor of Science, Masters, Bachelors, Master of International Studies, Management
Portsmouth Abbey School 1990 - 1994
Skills:
Finra Series 7 Finra Series 24 Finra Series 65 Finra Series 63 Insurance Licenses Executive Compensation Wealth Management 401K Insurance Series 63 Finra Series 24 Series 65 Retirement Retirement Planning Investments Financial Planning Mutual Funds Annuities Investment Advisory Employee Benefits Estate Planning Compliance Securities Portfolio Management Pensions Asset Allocation Financial Analysis Mergers Asset Management Erisa Strategic Planning Small Business Defined Benefit Profit Sharing Deferred Compensation Alternative Investments Annuity Plan Design Banking
Tanner Bechtel, Lori Rowlett, Karen Kraus, Jesse Herman, Robert Snoddy, Amber Lammers, Lori Lammers, George Terlep, Stacy Adams, Karen Friedrich, Bill Hilden