Arthur J. Gallagher & Co.
Retirement Plan Consultant
Prudential Financial Oct 2014 - Sep 2019
Retirement Counselor
Nationwide Financial Aug 2009 - Sep 2014
Retirement Specialist
Massmutual Financial Group Jul 2008 - Aug 2009
Financial Services Professional
Northwestern Mutual Aug 2007 - Jul 2008
Financial Representative
Education:
University of San Francisco 2013 - 2015
Master of Science, Masters
California State University - Sacramento 2005 - 2007
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Skills:
Retirement Planning Investments Retirement Financial Services Relationship Management Financial Planning Leadership Mutual Funds 401K Insurance Finance Strategic Planning Financial Analysis People Skills Public Speaking Foreign Languages Human Resources Business Planning Community Outreach Business Analysis Competitive Analysis Long Term Care Insurance Business Strategy Business Intelligence Retirement Solutions Disability Insurance B2B B2C Retirement Savings Project Management Employee Benefits Organizational Development Fixed Annuities Asset Allocation Marketing Pensions Investment Strategies 401 Retirement Savings Plans Social Media Sales Presentations Presentations Multilingual Business Development Sales Management Customer Service Microsoft Office Marketing Strategy Social Media Marketing Advertising
Interests:
Social Services Children Economic Empowerment Education Human Rights