Emily Rassam
- Role
- Senior Financial Planner at Archer Investment Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Emily Rassam
Money is about more than math, it’s emotional. If all your financial questions…
Experience
Senior Financial Planner
Jan 2022 — Present
Skills
- Rochester's Fortyunder40
- Financial Services
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Strategic Financial Planning
- Employee Benefits
- Series 65
- Investments
- Insurance
- Finance
- Financial Advisory
- Access
- Retirement Planning
- Series 63
- Public Speaking
- 401k
- Finra
- Microsoft Excel
- Health Insurance
- Certified Financial Planner
- Series 7
- Nys Life Accident & Health
- Accredited Investment Fiduciary (Aif)
- Microsoft Word
- Crm
- Retirement
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