Aileen Takio
Director - Mid Atlantic Retirement Plan Specialist
- Role
- Director - Employee Benefit Corporate Market Specialist at Merrill Lynch
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Aileen Takio
A highly motivated, goal-oriented professional with excellent communication and listening…
Experience
Director - Employee Benefit Corporate Market Specialist
Apr 2012 — Present
Education
Dublin Institute of Technology
B.Sc. (Mgmt), Business Management/Marketing and Administration
1997 — 2001
Skills
- Series 7
- Mutual Funds
- Retirement
- Financial Advisory
- 403 B
- 401k
- Salesforce.com
- Retirement Planning
- Investments
- Series 63
- Defined Benefit
- Sales Management
- Iras
- Call Centers
- Wealth Management
- Fixed Annuities
- Crm
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