Kevin Wenke
Helping people make smart financial decisions that fulfill their values so they can live the life they desire.
- Role
- Instructor at Colibri Group
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Kevin Wenke
Business owner and financial expert who specializes in helping other business owners…
Experience
Instructor
May 2019 — Present · Miami-Fort Lauderdale, FL, US
Teach various Continuing Education classes to for Life, Health and Annuity licence holders as well as the States 63 hour pre-licencing course for Life, Health and Annuity candidates.
Education
University of Tennessee, Knoxville
Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services
1997 — 1999
State University of New York at Fredonia
BS, Biology
1991 — 1993
The American College of Financial Services
CLU
2006 — 2009
Skills
- Marketing
- Fixed Annuities
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Fundraising
- Financial Advisory
- Project Planning
- Retirement
- Strategic Financial Planning
- Strategic Planning
- Time Management
- Corporate Finance
- Retirement Planning
- Insurance
- Investments
- 401k
- Wealth Accumulation
- Financial Services
- Finance
- Outlook
- Sales
- Financial Planners
- Wealth Management
- Small Business
- Tax
- New Business Development
- Investment Strategies
- Contract Negotiation
- Employee Benefits
- Securities
- Estate Planning
- Business Planning
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