Joe Nierman
Retirement Plan Specialist/Wealth Manager at CSi Advisory Services
- Role
- Retirement Plan Specialist Wealth Manager at Hub Csi Advisory Services
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Nierman
Serving my community by working with businesses and individuals to address complex…
Experience
Retirement Plan Specialist Wealth Manager
Sep 2018 — Present · Indianapolis, IN, US
Education
Marian University Indianapolis
Bachelors of Science, Marketing
2000 — 2004
Anderson University
M.B.A., Finance, General
2005 — 2007
Skills
- Financial Advisory
- Customer Service
- Leadership
- Strategic Planning
- Financial Planning
- Analysis
- Sponsorship Generation
- Insurance
- Financial Analysis
- Retirement Planning
- Public Speaking
- Financial Services
- Strategic Financial Planning
- Fixed Annuities
- Sales
- Risk Management
- Life Insurance
- Finance
- Management
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