Erin Dean

Role: Srq Wealth
Location: Sarasota, FL, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Erin Dean

Born and raised in Sarasota, Florida and with over 20 years of experience in client…

Experience

Srq Wealth
Present

Education

Florida Atlantic University
Bachelor of Public Communication, Mass Communication/Media Studies

Skills

Sales
Loans
Mortgage Lending
Mortgage Banking
Strategy
Payroll
Strategic Planning
Leadership
Project Management
Customer Service
Employee Training
Time Management
Recruiting
Interviews
Merchandising
Coaching
Staff Development
Marketing
Social Media Marketing
Event Planning
Event Management
Store Management
New Store Openings
New Store Development

Contact information

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Work email
•••••@srqwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Srq Wealth

Financial Services · 11 employees · Founded 2010 · Sarasota, Florida, United States

We\'re not just in the money business, we\'re in the people business. True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future. Why SRQ Wealth? There are roughly financial advisors in the United States. Why should you work with us? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. We make the complex simple. As your trusted advisor, we’re focused on adding convenience and simplicity to your life. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today. SRQ Wealth | One North Tuttle Avenue Suite 1 | Sarasota, FL 34237 Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. For a list of states in which I am/we are registered to do business, please visit

srqwealth.com

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About Erin Dean

Experience

Education

Florida Atlantic University

Skills

Find verified contacts for anyone on LinkedIn