Personal Information
Organização/Local de trabalho
Baltimore, Maryland Area United States
Cargo
Financial Specialist
Setor
Finance / Banking / Insurance
Sobre
I add value for clients by understanding challenges from a variety of skilled perspectives. I have experience in financial services, insurance, and public accounting. I work in small teams with exceptional people. I am always learning and improving. These are the roles that I am currently engaged in:
-Financial Specialist with Retirement Income Consultants, developing retirement income strategies to help clients confidently make the most of their retirement years.
-Associate Agent and lead property and casualty insurance sales producer for the Albidress-Sanderson Insurance Agency (Nationwide Insurance Company). Consultative sales, client account management, and agency strategy.