Brian Hand
Lead Retirement Plan Advisor at Empower
- Role
- Lead Retirement Plan Advisor at Empower
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Brian Hand
Brian Hand is a comprehensive financial professional, providing personalized knowledge…
Experience
Lead Retirement Plan Advisor
Dec 2019 — Present · Orange County, CA, US
Provide professional guidance and service to over 7 thousand participants on their retirement accounts• Develop and implement relationships with managing directors, client service managers, and directors of HR operations• Train, coach and mentor other RPAs to grow their skills and optimize outcomes• Identify specific funds and allocations that cater to participants goals and risk tolerance• Manage and implement a monthly schedule and prioritizing tasks to complete projects efficiently.
Skills
- Event Planning
- Accounting
- Data Entry
- Marketing
- Accounts Receivable
- Hospitality
- Medical Billing
- Telephone Skills
- Risk Management
- Data Analysis
- Financial Planning
- Financial Reporting
- Microsoft Office
- Sales
- Microsoft Powerpoint
- Marketing Strategy
- Social Networking
- Social Media
- Bookkeeping
- Budgets
- Finance
- Insurance
- Management
- Time Management
- Retail
- Social Media Marketing
- Microsoft Excel
- Powerpoint
- Estate Planning
- Public Speaking
- Training
- Retirement Planning
- Customer Service
- Microsoft Word
- Financial Analysis
- Accounts Payable
- Inventory Management
- Lytec
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