Jeff Waller
Financial Advisor at Summit Financial Group Inc.
- Role
- Financial Advisor at Summit Financial Group, Inc.
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Waller
Registered Representative offering securities through Cetera Wealth Services, LLC, member…
Experience
Financial Advisor
Jan 2024 — Present · Dallas, TX, US
Education
University of North Texas
Bachelor of Arts (B.A.)
1993 — 1997
Skills
- Investment Strategies
- Series 7
- P&C License
- Microsoft Office
- Sales
- Financial Services
- Customer Relationship Management (Crm)
- Microsoft Excel
- Long-Term Care
- Interpersonal Skills
- Life Insurance
- Account Management
- Marketing
- General Insurance
- Property & Casualty Insurance
- Series 66
- Asset Allocation
- Mutual Funds
- New Business Generation
- Sales & Marketing Leadership
- Interpersonal Relationships
- Sales Management
- Life & Health Insurance Licenses
- Training & Development
- Management
- Team Building
- Microsoft Powerpoint
- Investments
- Insurance
- Marketing Strategy
- General Management
- Leadership
- Wealth Management
- Business Process Improvement
- Retirement Planning
- Strategic Planning
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