Heather Wolfe

Regional Vice President at Edison Risk LLC

Role
Financial Specialist at Allstate Financial Services, LLC
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Heather Wolfe

Registered Representative of The Leaders Group, Inc. member FINRA/SIPC

Experience

  1. Financial Specialist

    Allstate Financial Services, LLC

    Jan 2012 — Present

Education

  • The University of Texas at Arlington

    Business, Psychology

Skills

  • Asset Allocation
  • Mutual Funds
  • Risk Management
  • Equities
  • Fixed Income
  • Insurance
  • Life Insurance
  • Investment Advisory
  • Finance
  • Leadership
  • Asset Management
  • Investments
  • Securities
  • Sales Management
  • Financial Services
  • Retirement
  • Strategic Financial Planning
  • Variable Annuities
  • Investment Strategies
  • Alternative Investments
  • Fixed Annuities
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Series 63
  • Series 7
  • Sales
  • 401k
  • Financial Analysis

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Heather Wolfe — Financial Specialist at Allstate Financial Services, LLC in Dallas, TX, US | Unifers