Rachel Kleven
Fpqp, Assistant Vice President of Operations and Marketing @Lake Ridge Financial
Evansville, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2025 — Present
Fpqp, Assistant Vice President of Operations and Marketing @Lake Ridge Financial
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EDUCATION
2004 — 2005
Lakeland College
Life, Health and Disability Insurance
2011 — 2011
College for Financial Planning
Registered Paraplanner
SKILLS
401(K) Retirement Savings PlansPortfolio ManagementMutual FundsFixed AnnuitiesLife InsuranceWealth ManagementIrasEmployee BenefitsWealthFinancial Planners401kCustomer ServiceMarketingRetirementStrategic Financial PlanningRetirement PlanningGroup InsuranceEstate PlanningLong-Term CareInvestment AdvisoryLeadershipManagement
ABOUT RACHEL KLEVEN
Currently the AVP, of Operations and Marketing at Lake Ridge Financial. I also hold the…
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