Heather Coleman
Finance is my passion as it always been, and I thank God for opening this door for me
- Role
- Associate in Training at World Financial Group (WFG)
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Heather Coleman
Excellent interpersonal skills, detailed, dedicated, highly motivated, strong work ethic,…
Experience
Associate in Training
Dec 2017 — Present · Columbia, SC, US
Education
Colorado College
Summer School and Wonderful Travels
1993 — 1993
Hollins University
B.A
1993 — 1997
Skills
- Customer Retention
- Customer Service
- Customer Satisfaction
- Asset Managment
- New Business Development
- Asset Management
- Forecasting
- Compliance
- Wealth Management
- Investment Advisory
- Series 66
- Financial Reporting
- Management Consulting
- Series 7
- Insurance
- Estate Planning
- Financial Modeling
- Research
- Financial Planning
- Series 63
- Strategic Planning
- Fundraising
- Retirement
- Strategic Financial Planning
- Annuities
- Strategy Development
- Portfolio Management
- Mergers
- Long Term Care
- Long Distance Running
- Process Improvement
- Retirement Planning
- Consultative Selling
- Business Strategy
- Finance
- Asset Allocation
- Funding
- Risk Management
- Mergers
- Investments
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