John Emilson
Relationship Manager
- Role
- Relationship Manager - Series 7 and 66 at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About John Emilson
Business Development, Outside Sales, Customer Success, Account Management, Finance…
Experience
Relationship Manager - Series 7 and 66
Jul 2021 — Present · Denver, CO, US
Skills
- Series 63
- Marketing
- Fixed Annuities
- Sales
- 401k
- Account Management
- Leadership
- Securities
- Training
- New Business Development
- Employee Benefits
- Retirement
- Investments
- Cold Calling
- Financial Planning
- Mutual Funds
- Strategic Planning
- Management
- Team Building
- 401(K) Retirement Savings Plans
- Financial Services
- Life Insurance
- Finance
- Salesforce.com
- Business Development
- Wealth Management
- Sales Operations
- Retirement Planning
- Customer Service
- Variable Annuities
- Series 6
- Insurance
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