• United States, Inwood
  • Accounting
  • Administration
  • Customer service
  • Finance
  • Human Resources
  • Office management
  • Procurement
  • United States, Los Angeles
  • Accounting
  • Customer service
  • Engineering
  • Finance
  • Office management
  • Project Management
  • Recruiting
  • United States, Raleigh
  • Accounting
  • Administration
  • Banking
  • Hospitality
  • Management
  • United States, Atlanta
  • Banking
  • Finance
  • Sales
  • United States, Miami
  • Accounting
  • Administration
  • Business Development
  • Customer service
  • Finance
  • Management
  • Office management
  • Procurement
  • Project Management
  • Supply Chain
  • Teaching
  • United States, Sioux Falls
  • Accounting
  • Administration
  • Banking
  • Finance
  • Office management
  • Retail
  • United States, Carrollton
  • Accounting
  • Data Science
  • Finance
  • Management
  • Security
  • IT
  • United States, Holly Springs
  • Finance
  • Sales and Marketing
  • Debt restructuring

Be a prompt expert and live off the Grid!

  • United States, Santa Ynez
  • Customer service
  • Education
  • Finance
  • Financial Professional  at   AEGON  
  • 2023 -
  • Educate individuals and families on core financial strategies including retirement planning, life insurance solutions, college savings, and credit card debt reduction. Help clients build customized financial plans that address long-term care needs, living benefits, and estate planning through wills and trusts. Provide specialized guidance on advanced strategies like 162 Executive Bonus Plans and rollover options to protect and grow retirement assets. Passionate about financial literacy, I equip clients with the education and tools they need to make informed decisions and build a secure financial future.
  • United States, Wheeling
  • Accounting
  • Education
  • Finance
  • Healthcare
  • Marketing
  • Recruiting