Linda Studley Wolfgram
- Role
- Principal-global Wealth, Asset Management & Retirement Consultant at North Highland at North Highland
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Linda Studley Wolfgram
Change Management Specialist (CMS)® FINRA Series 6 License FINRA Series 63…
Experience
Principal-global Wealth, Asset Management & Retirement Consultant at North Highland
Jan 2015 — Present
Wealth Management and Retirement Subject Matter Advisor, specializing in Retirement Accumulation, Retirement Income, Financial Advisor effectiveness, Retail and Institutional products and business processes, operational best practices
Skills
- Retirement Services
- B2c Marketing
- Consultative Selling
- Team Leadership
- Series 63
- Retirement Planning
- Strategic Planning
- Coaching
- Investments
- B2b
- Group Presentations
- Selling
- Business Relationship Building
- B2b Marketing
- Regional Development
- Relationship Development
- Human Resources
- Lead Generation
- Entrepreneurship
- Program Management
- Business Generation
- Strategic Financial Planning
- Marketing Strategy
- Account Management
- Financial Advisory
- Sales Operations
- Strategy
- Employee Training
- New Business Development
- Sales
- Implementing Sales
- Leadership
- Wealth Management
- Small Business
- Training & Development
- Employee Benefits
- Mutual Funds
- Training
- Project Management
- Series 7
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