Jeremy Cooley
- Role
- Cerity Partners
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Present
Skills
- Relationship Management
- Marketing
- Financial Services
- Asset Allocation
- Series 63
- Business Development
- Asset Management
- Strategic Planning
- Insurance
- Salesforce.com
- Management
- Project Management
- Series 6
- Securities
- Finra
- Leadership
- Risk Management
- Financial Analysis
- Sales Presentations
- Investments
- Analysis
- Microsoft Excel
- Product Management
- Customer Service
- Mutual Funds
- Series 7
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