Adam J. Reyna
Strategic Consultant for Top Independent Financial Advisors
- Role
- Partner & Strategic Consultant for Top Independent Financial Advisors at Simplicity Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Adam J. Reyna
At Simplicity Group we are one team, and we take one unified approach to serving our…
Experience
Partner & Strategic Consultant for Top Independent Financial Advisors
Oct 2022 — Present
Simplicity is committed to innovating the financial planning business for its distribution partners, advisors, and consumers. The breadth and expertise of the organization allow it to identify the current and anticipated needs of its clients and design the easily executable solutions that will support them in realizing their business and life objectives. Simplicity’s systems and programs focus on three core areas of a financial organization:
Education
San Diego State University
Bachelor of the Arts in Communication, Minor in Sociology, Interpersonal, Professional, Organizational, Health Communication
2010 — 2012
San Diego Mesa College
Transfer, Communication, General
Sandler
Sales Training
2018
Skills
- Powerpoint
- Marketing
- Social Media Marketing
- Salesforce.com
- Microsoft Excel
- Customer Service
- Microsoft Word
- Advertising
- Direct Sales
- Social Networking
- Event Management
- Social Media
- Sales
- Microsoft Office
- Leadership
- Public Speaking
- Restaurants
- Event Planning
- Account Management
- Public Relations
- Management
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