Carroll Dimenna
Trusted Financial Advisor with Eagle Financial Solutions | Helping Individuals & Business Owners Build and Manage Wealth, Reduce Taxes & Achieve Financial Security
- Role
- Retirement Specialist at Eagle Financial Solutions
- Location
- Port Charlotte, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Carroll Dimenna
We specialize in helping Individuals, Business Owners and Executives understand the new…
Experience
Retirement Specialist
Dec 2010 — Present
Skills
- Home Based Business
- Roth Ira
- Fixed Annuities
- Client Education
- Term Life Insurance
- Wealth
- 401k Rollovers
- Asset Management
- Disability Insurance
- Asset
- Microsoft Office
- Financial Planners
- Helping Clients Succeed
- 401k
- Wealth Accumulation
- Microsoft Excel
- Microsoft Outlook
- Leadership
- Executive Support
- Retirement
- Strategic Financial Planning
- Customer Service
- Securities
- Estate Planning
- Customer Relationship Management (Crm)
- Life Insurance
- Finance
- Financial Planning
- Business Development
- Investments
- Social Networking
- Online Lead Generation
- Client Development
- Small Business
- Business Relationship Management
- Long-Term Care
- Executive Administrative Assistance
- Long Term Care Insurance
- Iras
- Travel Management
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