Lori Finkle resumes & CV records
Resumes
Retirement Plan Consultant
Location:
Charlotte, NC
Industry:
Financial Services
Work:
Ascensus
Retirement Plan Consultant Futureplan By Ascensus
Retirement Plan Consultant National Retirement Services, Inc.
Account Manager Boddie-Noell Ent. Oct 1997 - Feb 2000
Supervisor and Office Clerk
Retirement Plan Consultant Futureplan By Ascensus
Retirement Plan Consultant National Retirement Services, Inc.
Account Manager Boddie-Noell Ent. Oct 1997 - Feb 2000
Supervisor and Office Clerk
Education:
Gaston College 2016 - 2020
Associates Gaston College 2003 - 2005
Associates
Associates Gaston College 2003 - 2005
Associates
Skills:
Retirement, Financial Advisory, Account Reconciliation, Management, Profit Sharing, Customer Service, Employee Benefits, Microsoft Office, Microsoft Excel, 401 Retirement Savings Plans