Evie Curtis
Development Officer at Assured Trust Company
- Role
- Presenter at The Education Group
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Evie Curtis
over 35 years of counseling families.everyone WILL need someone who cares and is…
Experience
Presenter
Jan 2017 — Present · Johnson County, KS, US
Education
Georgia State University
BA, Economics and Math
1974 — 1977
Georgia State University
BA
Baker University
MBA, Business
1995 — 1997
Skills
- Investments
- Business Development
- Strategy
- Wealth Management
- Sales
- Portfolio Management
- Contract Negotiation
- Selling
- Fundraising
- Planned Giving
- Marketing Strategy
- Analysis
- Auditing
- Marketing
- Business Planning
- Strategic Planning
- Public Speaking
- Estate Planning
- Finance
- Community Outreach
- Training
- New Business Development
- Retirement
- Customer Service
- Strategic Financial Planning
- Asset Allocation
- Banking
- Risk Management
- Relationship Management
- Entrepreneurship
- Management
- Team Building
- Retirement Planning
- Business Strategy
- Organizational Development
- Wealth Management Services
- Long-Term Care
- Team Leadership
- Project Management
- Long Term Care Planning
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