Maggie Athoe
Financial Growth Specialist
- Role
- Independent Financial Strategist at Transamerica
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Independent Financial Strategist
May 2020 — Present · San Francisco, CA, US
Financial growth strategies for individuals, businesses and families that revolve around life goals: retirement, college funding, generational legacies, executive bonus structures, LTC, simple and complex estate wills and trusts.
Education
Central Connecticut State University
Bachelor's Degree
Skills
- Direct Marketing
- Customer Acquisition
- Marketing Strategy
- Customer Retention
- Crm
- Salesforce.com
- E-Commerce
- Enterprise Software
- Catalogs
- Analytics
- Sales Process
- Online Marketing
- Consumer Advertising
- Client Management
- Mobile Internet
- Multi-Channel Retail
- Mobile Shopping
- Lead Generation
- Entrepreneurship
- Business Development
- Saas
- SEO
- SEO Copywriting
- Cms
- Executive Management
- Consultative Sales Professional
- Cross-Functional Sales Training
- Rfp/Contract Negotiations
- Multi/Omni-Channel Marketing
- Complex Solution Selling
- Digital/Social/Mobile Marketing
- SEO Natural Search
- Systems/Process Improvement
- Territory Development & Management
- Territory/Marketing Analysis
- Competitive Landscape Research
- Cxo Level Presentations
- Ip Proprietary Pipeline Databases
- Channel Sales
- Rules of Engagement
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