Duane Scott
Insurance & Retirement Specialist
- Role
- Retirement Plan Specialist at Appreciation Financial
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Retirement Plan Specialist
Jan 2016 — Present · Columbus, OH, US
Analyze clients financial portfolio to uncover opportunities for financial independence for tomorrow.Ensure effective insurance, retirement and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance and retirement investments.
Education
The Ohio State University
BSBA
Skills
- Coaching
- Budgets
- Fundraising
- Marketing Strategy
- Leadership
- New Business Development
- Advertising
- Program Management
- Marketing
- Strategic Planning
- Team Building
- Insurance
- Microsoft Office
- Sales
- Process Improvement
- Social Media
- Customer Service
- Public Relations
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