Joe Mains
Dave Ramsey Investment Advisor @Whitaker-Myers Wealth Managers
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2024 — Present
Dave Ramsey Investment Advisor @Whitaker-Myers Wealth Managers
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Cleveland, OH, US
Financial professional helping clients to manage and invest their hard earned money to build their future.
EDUCATION
N/A
University of Cincinnati
Bachelors
N/A
Oklahoma City University
Master's degree
SKILLS
PlanningMentoringPolicyAuditingMicrosoft ExcelDefenseBusiness ContinuityCasualty InsuranceRisk ManagementVendor RelationsLiabilityRetailCustomer RelationsClaims ManagementTeam BuildingLeadership DevelopmentClaimsCoverageRisk AssessmentFinancial Coaching - Financial Peace University Facilitator and CoachChange ManagementClaimForecastingContract ManagementComplianceVendor ManagementProperty & Casualty InsuranceProblem SolvingInsuranceOperations ManagementTransportationInvestigationCustomer ServiceProgram ManagementProcess ImprovementBudgetingVendorCasualtyClaim InvestigationNegotiation
ABOUT JOE MAINS
I will help you to achieve financial success through planning and investing.
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