Jaime Vazquez
- Role
- Wellspring Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jaime Vazquez
Accomplished | Financial Services Professional | Passion for helping clients | Varied…
Experience
Present
Education
Strayer University
Business Administration
Arcadia University
Business Administration
Skills
- Rfp Design
- Office Administration
- Client Relations Skills
- Negotiation
- Marketing Management
- Microsoft Office
- Inventory Management
- Manage Client Relationships
- 401k
- Client Education
- Microsoft Publisher
- Customer Service
- Commitment to Customer Service
- Investments
- Roth Ira
- Profit Sharing
- Simple Ira
- Asset Allocation
- Mutual Funds
- Benchmarking
- Erisa
- 401k Rollovers
- Retirement
- New Business Development
- Salesforce.com
- Cross Selling
- Sales Management
- Iras
- Financial Services
- Crm
- Client Liaison
- Rmds
- Retirement Planning
- Financial Systems
- Model Portfolios
- Underwriting
- Sales Presentations
- Outlook
- Qualified Retirement Plans
- Automotive Sales Training
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