Ashley Whitney

West Coast Retirement Sales Director at Morningstar Investment Management LLC

Role: West Coast Retirement Sales Director at Morningstar
Location: San Diego County, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

West Coast Retirement Sales Director
Morningstar
Jul 2019 — Present · San Diego, CA, US
Morningstar. Illuminating investing worldwide.

Skills

Financial Planning
Investment Advisory
Investments
Defined Benefit
Fixed Annuities
Financial Advisory
Profit Sharing
Qualified Retirement Plans
Retirement
Strategic Financial Planning
Series 7
Wealth Management
Retirement Plan Consulting
401k
Retirement Planning

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