Jon Ulliman
- Role
- Lakeview Loan Servicing, LLC.
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Jon Ulliman
Passionate financial professional that looks to build strong lasting relationships and…
Experience
Skills
- Financial Planning
- Mortgage Lending
- Rebalancing
- Financial Analysis
- Customer Service
- Retirement Planning
- Consulting
- Leadership
- Financial Services
- Investment Advisory
- Series 66
- Direct Sales
- Series 7
- Cold Calling
- Asset Allocation
- Mutual Funds
- Uniform Combined State Law
- Equities
- Series 63
- Mortgage Modification
- Sales
- Wealth Management
- Retirement
- Strategic Financial Planning
- Investments
- Investment Strategies
- Portfolio Management
- Finance
- Sales Process
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