Joe Rhee
Sr. Manager - Regional Annuity Specialist at Charles Schwab
- Role
- Sr Manager - Regional Annuity Specialist at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Sr Manager - Regional Annuity Specialist
Jun 2024 — Present
Education
University of Colorado Denver
BA
Skills
- Retirement Planning
- Finra
- 401k
- Fixed Annuities
- Management
- Securities
- Series 63
- Qualified Retirement Plans
- Iras
- Investment Strategies
- Separately Managed Accounts
- Finance
- Sales Process
- Investment Advisory
- Series 66
- Asset Allocation
- Mutual Funds
- Insurance
- Financial Advisory
- Uniform Combined State Law
- Series 7
- Selling
- Wealth Management
- Retirement
- Series 65
- Investment Management
- Variable Annuities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.