Kelli Simms

Financial Services Professional @1847financial Dallas Fort Worth

Financial Professional at Penn Mutual specializing in retirement, lifestyle management, and corporate transitions/planning with fellow Executives. InsureSolve, PLLC and Penn Mutual Wealth Strategies not affiliated entities. IAR reviewing RIA/BD firms for optimal business modeling.(KPIs) Strong performance management execution; leadership development strategies; Intuitive critical thinking aptitude; analysis expert; operational leadership, project and change management; compliance; audit; risk management; life insurance field underwriting; personal trading; asset management; financial, income and retirement planning; Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.Insurance Licensed in: California Insurance License CA # 0J05474, LA, TX, GA, MD 2. Disclosure: RIA-IAR/disclosure/ 3. Advisory services offered through firm Investment Advisory affiliation 4. Penn Wealth Strategies a division of Penn Mutual Life Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.