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Messner
Wealth Management Consultant @Capitas Financial
Los Angeles County, CA, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2007 — Present
Wealth Management Consultant @Capitas Financial
Woodland Hills, CA, US
SKILLS
Life InsuranceFinanceNegotiationSalesMutual FundsCustomer ServiceAccount ManagementFixed AnnuitiesManagementTeam BuildingStrategic PlanningPublic RelationsRetirement PlanningSales ManagementMarketingRetirementStrategic Financial PlanningBusiness AnalysisProgram ManagementInsuranceFinancial PlanningNew Business DevelopmentBpoOutsourcingBusiness PlanningInvestmentsFinancial AnalysisBusiness DevelopmentWealth ManagementTeam LeadershipLeadershipStrategyMarketing StrategyProcess Improvement
ABOUT MESSNER
Securities offered through The Leaders Group,Inc. Broker Dealer, Member…
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