Addison Colgrove
Senior Business Integration Consultant
- Role
- Senior Business Integration Consultant at TIAA
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Information TechnologyView LinkedIn profile
Experience
Senior Business Integration Consultant
Jul 2023 — Present · Denver, CO, US
Education
Auburn University
Bachelor of Science in Business Administration, Double major in Finance and Marketing
2005 — 2009
Skills
- Wealth Management
- Securities
- Valuation
- Financial Advisory
- Etfs
- Finance
- Relationship Management
- Trading
- Wealth Management Services
- Wealth
- Asset Management
- Personal Finance
- Strategic Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Options
- Investment Strategies
- Alternative Investments
- Iras
- Retirement Planning
- Finra
- Corporate Finance
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Analysis
- Investment Management
- Financial Modeling
- Equities
- Investment Advisory
- 401k
- Series 7
- Financial Services
- Portfolio Management
- Investments
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