John Novoa

Retirement Benefits Representative @Planmember Securities

Miami-Fort Lauderdale, FL, US
MOBILE NUMBERS
+13•••••••67

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WORK HISTORY

Jan 2019 — Present

Retirement Benefits Representative @Planmember Securities

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Miami, TX, US

At Benefits Retirement Group we have a focus on meeting the retirement needs of Broward County School Systems employees. We also work with individuals outside of BCSS with putting in place comprehensive retirement solutions based on clients financial goals and plans for their future.

EDUCATION

2002 — 2007

Palm Beach Atlantic University

Finance

SKILLS

Investment AdvisoryTerm Life InsuranceWealth ManagementPowerpointAnalysisMicrosoft OfficeCustomer ServiceLeadershipMutual FundsEquitiesInvestmentsAlternative InvestmentsMicrosoft ExcelRetirement PlanningSalesMarketingAsset ManagementFinancial AnalysisPublic SpeakingStrategic Planning

ABOUT JOHN NOVOA

Experienced Financial Representative with a demonstrated history of working in the…

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