Anne Boozer
Retirement Plan Specialist at Arvest Wealth Management
- Role
- Retirement Plan Relationship Manager at Arvest Wealth Management
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Anne Boozer
Specialties: Qualified plans - 401(k), 403(b), 457, Defined Benefit/Cash Balance and…
Experience
Retirement Plan Relationship Manager
Sep 2021 — Present · Tulsa, OK, US
Education
Agnes Scott College
BA, Economics
Skills
- 401(K) Retirement Savings Plans
- 401k
- Retirement
- 403 B
- Asset Allocation
- Mutual Funds
- Risk Management
- Employee Benefits
- Defined Benefit
- Non-Qualified Deferred Compensation
- Series 7
- Securities
- Leadership
- Cash Balance
- Financial Services
- Sales
- Finance
- Investments
- Retirement Planning
- Retirement Plan Consulting
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