David Conner
President at Retirement Transition Advisory Group, LLC.
- Role
- President at Rtag- Retirement Transition Advisory Group
- Location
- Gastonia, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Conner
Guaranteed Retirement Income strategies Social Security Planning / Maximization
Experience
President
Rtag- Retirement Transition Advisory Group
Jan 2020 — Present
Education
University of North Carolina at Chapel Hill
BA
1984 — 1988
Skills
- Leadership
- Mortgage Lending
- Business Strategy
- Wealth Management
- Strategic Planning
- Retirement
- Customer Service
- Mergers & Acquisitions
- New Business Development
- Team Building
- Investments
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