Connie Nichols
Financial Services Professional with Retirement Plan Expertise
- Role
- Client Services Associate at Domani Advisors
- Location
- Long Branch, NJ, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Connie Nichols
As a deeply experienced Senior Financial Services Professional my expertise lies in…
Experience
Client Services Associate
Sep 2024 — Present
Education
Thomas Edison State University
Bachelor of Applied Science - BASc, Finance, General
2015 — 2018
Skills
- Public Speaking
- Marketing Strategy
- Training & Development
- Tax
- Partner Relationships
- Content Development
- Distance Learning
- Retirement Planning
- Retirement Income Strategies
- Retirement Plan Distribution
- Mutual Funds
- Retirement Plans
- Roth Ira
- Ira Rollovers
- Presentation Development
- Group Presentations
- Effective Meetings
- Sales Support
- Marketing Communications
- Marketing Communications Planning
- Iras
- Asset Management
- Employee Training
- Equities
- Financial Advisory
- Fixed Annuities
- Investments
- New Business Development
- Partner Management
- Retirement
- Sales Operations
- Strategic Planning
- Strategy
- Financial Services
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.