Cj Okoye
Associate Financial Advisor at Northwestern Mutual
- Role
- Associate Financial Advisor at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Associate Financial Advisor
Aug 2014 — Present
Build strategic personal planning analyses for prospective clients to better manage risk and accumulate wealth. • Provide support in client meetings in an effort to illustrate saving strategies.• Facilitate and prepare necessary documentation to ensure that every client receives a superior financial planning experience.• Provide on-going service to existing clients to ensure that the clients’ goals are on-track.
Education
University of California, Los Angeles
Bachelor of Arts (B.A.)
2011 — 2015
Skills
- Data Analysis
- Client Services
- Market Research
- Financial Planning
- Program Management
- Budgeting
- Analysis
- Strategic Planning
- Research
- Public Speaking
- Microsoft Word
- Project Management
- Retirement Planning
- Entrepreneurship
- Investments
- Teamwork
- Risk Management
- Microsoft Excel
- Leadership
- Event Management
- Sales
- Insurance
- Financial Analysis
- Community Outreach
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