Ana Herrera
CEO of FundWyze LLC
- Role
- San Francisco Regional Manager at Sbhis Insurance Services
- Location
- Daly City, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Ana Herrera
At Afortus Financial, we strongly believe that financial security is determined more by…
Experience
San Francisco Regional Manager
Oct 2015 — Present
Skills
- Wealth Management
- Investments
- Investment Strategies
- Customer Service
- Investment Advisory
- Business Strategy
- Strategic Planning
- Strategic Financial Planning
- Salesforce.com
- Series 7
- Sales
- New Business Development
- Real Estate
- Retirement
- Retirement Planning
- Fixed Annuities
- Marketing Strategy
- Entrepreneurship
- Life & Health Insurance Licenses
- Long Term Care Insurance
- Medicare Advantage
- Medicare Supplements
- Estate Planning
- Final Expenses
- College Funding Strategies
- Long-Term Care
- Mutual Funds
- Securities
- Disability Insurance
- Asset Management
- Series 63
- Financial Advisory
- Portfolio Management
- Risk Management
- Alternative Investments
- Mortgage Lending
- Finance
- Financial Analysis
- Employee Benefits
- Insurance
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