Kevin Harper
Vice President, Financial Consultant First Citizens Investor Services
- Role
- Vice President Financial Consultant at First Citizens Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President Financial Consultant
Oct 2021 — Present · Rock Hill, SC, US
Education
Canisius University
BA, History
1980 — 1985
Skills
- Financial Advisory
- Disability Insurance
- 401k
- Working with Brokers
- Strategy
- 401k Rollovers
- Financial Planning
- Variable Annuities
- Coaching
- Relationship Building
- Cash Management
- Portfolio Management
- Contract Negotiation
- Insurance
- Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Funding
- Long-Term Care
- Retirement
- Retirement Planning
- Alternative Investments
- Financial Services
- Solutions for Business
- Wealth Management
- Financial Advisor
- Long Term Care Insurance
- Iras
- Credit and Lending
- Leadership
- Team Leadership
- Small Business
- Investments
- Life Insurance
- Estate Planning
- Time Management
- Marketing Strategy
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.