Alexandra Parrish
Director and Financial Advisor at The Spectrum Financial Group, Inc.
- Role
- Financial Advisor and Director at The Spectrum Financial Group, Inc
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor and Director
The Spectrum Financial Group, Inc
Mar 2020 — Present
Professional goals at The Spectrum Financial Group, Inc. include building my practice of helping my clients achieve their financial dreams. I work specifically with young adults and young families on not only analyzing their life insurance coverage, but their wholistic financial planning. I help my clients build and accumulate tax-free wealth that they can\'t outlive, while protecting their most important asset. I also specialize in working with small to mid-size business owners on their executive bonus plans, succession planning and discriminatory benefits. I work closely with our President on recruiting for The Spectrum Financial Group and growing our team. I help the firm attract associates that are coachable, self-starters and hard workers. I also look for associates who will be motivated to help their clients protect their most valuable assets, while building their financial well-being.The third-party comments displayed may not be representative of all client experiences. Please see website for additional disclosures.
Skills
- Website Promotion
- Microsoft Word
- Team Leadership
- Property Management
- Time Management
- Hosting Events
- Resident Retention
- Conflict Resolution
- Public Speaking
- Website Updating
- Microsoft Excel
- Powerpoint
- Residential Homes
- Communication
- Yardi
- Social Media
- Social Networking
- Marketing
- Networking
- Fundraising
- Event Planning
- Teamwork
- Leadership
- Customer Service
- Microsoft Office
- Sales
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