Josh Benedict
Fee-Based Financial Advisor at Sequent Planning, LLC
- Role
- Financial Advisor at Sequent Planning
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jun 2023 — Present · Fort Collins, CO, US
Education
Voorheesville High School
High School Diploma
1996 — 1998
Gardner-Webb University
Bachelor of Science, Sports Management
1998 — 2003
Skills
- Teaching
- Public Speaking
- 401k Rollovers
- Fixed Annuities
- Team Building
- Management
- Event Planning
- Employee Benefits
- Microsoft Office
- Sales
- 401k
- Retirement Planning
- Financial Services
- Customer Service
- Long-Term Care
- Powerpoint
- Microsoft Excel
- Indexed Annuities
- Business
- Portfolio Management
- Key Person Insurance
- Universal Life
- Iras
- Non-Profits
- Roth Ira
- Leadership
- Microsoft Word
- Long Term Care Insurance
- Financial Analysis
- Series 6
- Insurance
- Strategic Planning
- Health Insurance
- Variable Annuities
- College Savings Plans
- Coaching
- Disability Insurance
- Series 63
- Marketing
- Permanent Life Insurance
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