Lynn Padian Kreiss
- Role
- Alm
- Location
- Long Beach, NY, US
- LinkedIn followers
- 500 followers
About Lynn Padian Kreiss
A marketing and sales professional in the financial services industry with a reputation…
Experience
Present
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
Skills
- High Net Worth Individuals
- Salesforce.com Implementation
- Asset Allocation
- Banking
- Mutual Funds
- Securities
- Estate Planning
- 401k Rollovers
- Sales
- Financial Planners
- Financial Advisory
- Uniform Combined State Law
- Life Insurance
- Finance
- 401k
- Financial Planning
- Series 6
- Insurance
- Series 24
- Fixed Annuities
- Series 7
- Iras
- Financial Analysis
- Etfs
- Variable Annuities
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Wealth Management
- Guaranteed Lifetime Income
- Long-Term Care
- Investment Advisory
- Investments
- Series 63
- Retirement Planning
- Term Life Insurance
- Finra
- Series 65
- Investment Strategies
- Alternative Investments
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