Carl Vickery

Financial Education | Financial Services | Talent Acquisition

Role
Financial Services Financial Educator at Transamerica Financial Advisors, Inc.
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Services Financial Educator

    Transamerica Financial Advisors, Inc.

    Dec 2018 — Present · Denver, CO, US

    The types of people I look for can include retired military, retired law enforcement, semi-retired individuals looking for an encore career, stay at home parents, and those with educational, management, or sales backgrounds. I work with realtors, mortgage lenders, and CPAs to increase their income and take better care of their clients by introducing complimentary services. I help small business owners as well as individuals in improving their finances, showing them how money really works, mitigating taxes, and securing a better retirement.

Education

  • University of Northern Colorado

    Bachelor of Arts (B.A.), Spanish Language and Literature

    1982 — 1988

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Carl Vickery — Financial Services Financial Educator at Transamerica Financial Advisors, Inc. in Denver, CO, US | Unifers