James Fox
Retirement Services-External Wholesaling Rep
- Role
- External Wholesaler at Reliance Standard Life
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
External Wholesaler
Apr 2022 — Present · Philadelphia, PA, US
Education
La Salle University
Master of Business Administration - MBA, Finance, General
2020 — 2022
Immaculata University
Bachelor of Science - BS, Business Administration, Finance
2007 — 2012
Skills
- Iras
- Life Insurance
- 401k
- Mutual Funds
- Risk Management
- Retirement Planning
- Investment Portfolio Design
- College Education Planning
- Group 401k
- Health Insurance
- Financial Analysis
- Financial Advisory
- Stock Market
- Investments
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