Wade
Helping people reach the goal of Retirement!
- Role
- Sales Representative-retirement Plans-strategic Accounts at Paychex
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Wade
My objective is to help small business owners become more profitable by evaluating needed business expenses for payroll, human resources, insurance and retirement.
Experience
Sales Representative-retirement Plans-strategic Accounts
Sep 2022 — Present · US
Education
Rio Salado College
Associate of Arts - AA
2021 — 2022
Louisiana State University
Bachelor of Arts - BA
2023 — 2026
Rio Salado College
Associate of Applied Science, Accounting
2015 — 2021
Skills
- Finance
- 401k
- Investment Advisory
- Series 7
- Retirement Planning
- Options
- Financial Advisory
- Team Building
- Wealth Management
- Due Diligence
- Retirement
- Bonds
- Investments
- Asset Allocation
- Mutual Funds
- Trading
- Securities
- Series 63
- Investment Strategies
- Customer Service
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