Bret Stites
Financial Analyst | Licensed Financial Strategist | Real Estate Investor| Travel Enthusiast | Web3
- Role
- Senior Associate - Financial Strategist at The Miliare Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Bret Stites
With a decade of experience in the financial services industry, I\'m serving individuals…
Experience
Senior Associate - Financial Strategist
Jan 2022 — Present · Cincinnati, OH, US
Licensed financial professional working independently to educate Americans of their financial optionsMeet with clients and regulate suitability in presenting viable additions for portfoliosOur values are to provide the knowledge, support, guidance, and confidence for a successful and predictable financial future for families and businesses
Education
Xavier University - Williams College of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Cincinnati Carl H. Lindner College of Business
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law
Skills
- Social Networking
- Microsoft Excel
- Sociability
- Business Innovation
- Computers
- Public Speaking
- Business Intelligence
- Leadership
- Microsoft Office
- Sales
- Guest Service Management
- Writing
- Microsoft Office Sharepoint Server
- Financial Analysis
- Teamwork
- Microsoft Word
- Social Media
- Time Management
- Event Planning
- Research
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