Anita Gray
- Role
- Principal at Promenade Wealth, Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Anita Gray
With over 19 years in the financial services industry, working for Broker/Dealers…
Experience
Principal
Jul 2020 — Present
Education
University of Colorado Boulder
BA, Psychology & Theatre
2000 — 2003
Skills
- Series 63
- Investment Advisory
- Retirement Planning
- Customer Service
- Retirement
- 401k
- Coaching
- Management
- Customer Relationship Management (Crm)
- Series 7
- Financial Planners
- Strategy Development
- Crm
- Relationship Management
- Strategic Planning
- Investment Strategies
- Financial Planning
- Sales
- Finance
- Insurance
- Leadership
- Financial Services
- Customer Relations
- Business Development
- Marketing
- Analysis
- Training
- Process Improvement
- Planning
- Project Planning
- Strategic Financial Planning
- 401(K) Retirement Savings Plans
- Investments
- Strategy
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