Eric Rolshoven

Senior Financial Advisor @Treasure State Retirement Planning

Missoula County, MT, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Aug 2017 — Present

Senior Financial Advisor @Treasure State Retirement Planning

View department →

Treasure State Retirement Planning is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

EDUCATION

1984 — 1986

University of Montana

MBA, Finance

1976 — 1981

University of Montana

Bachelor of Science (B.S.), Forestry

1988 — 1991

College of Financial Planning

Certified Financial Planner, Fiancial Planning Process, Insurance, Investments, Income Taxes, Retirement, Estates

1972 — 1976

Hellgate High School, Missoula, MT

High School Diploma, General

SKILLS

Fixed AnnuitiesSecuritiesMicrosoft OfficeSalesEstate PlanningPublic SpeakingInvestment Advisory ServicesFinancial AdvisoryFinancial PlanningFinanceProgram ManagementExecutive ManagementBusiness PlanningOperations ManagementSmall BusinessInvestment PropertiesTeam LeadershipLeadershipFundraisingManagementStrategic PlanningStrategic Financial PlanningTechnologyCompliance OversightInsuranceRetirement PlanningProfessional MentoringSelf Assessment Tax ReturnsBankingMutual FundsFinancial AnalysisVariable AnnuitiesCoachingSeries 7Customer ServicePortfolio Management

ABOUT ERIC ROLSHOVEN

Eric is the founder of and senior financial advisor at Treasure State Retirement…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Eric Rolshoven — Senior Financial Advisor at Treasure State Retirement Planning in Missoula County, MT, US | Unifers