Malcolm Pierre
Financial Advisor at Prudential
- Role
- Finance Advisor at Prudential at Prudential Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Malcolm Pierre
As a Financial Advisor, I help individuals, small businesses, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets.
Experience
Finance Advisor at Prudential
Jul 2018 — Present · Houston, TX, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Education
Park University
BS, Management/Computer Information Systems
1981 — 1993
Skills
- Sales
- Customer Service
- Small Business
- Team Building
- Leadership
- Coaching
- Insurance
- Budgets
- Management
- Strategy
- Event Planning
- Leadership Development
- Strategic Planning
- Time Management
- Training
- Risk Management
- Public Speaking
- Oral & Written Communication Skills
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