Jane Koshy

Financial Coach & Educator

Role
Business Consultant at Dun & Bradstreet
Location
Austin, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Business Consultant

    Dun & Bradstreet

    Present

Skills

  • Financial Planning
  • Series 26 Licensed
  • Portfolio Management
  • Variable Annuities
  • 401k
  • Investment Strategies
  • Retirement Savings
  • Investments
  • Financial Advisory
  • Fixed Annuities
  • Licensed Life Insurance Agent
  • Wealth Management
  • 401k Rollovers
  • Retirement
  • Retirement Planning for Individuals
  • Salesforce.com
  • Series 6 Licensed
  • Iras
  • Financial Services
  • Retirement Planning
  • Series 63 Licensed
  • Insurance
  • Retirement Planning for Businesses
  • Leadership
  • Finance

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Jane Koshy — Business Consultant at Dun & Bradstreet in Austin, TX, US | Unifers