Michael Laughlin
Distribution Specialist at Compass Retirement Consulting Group
- Role
- Distribution Specialist at Compass Retirement Consulting Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Michael Laughlin
Some qualifications I have accomplished over the years are completed course work requirements for the CFP exam, eMoney software certification, and completed an Excel crash course. I have also taken an Envestnet online course certification that focused on wealth management and financial wellness. This summer I have participated in an online Financial Planning Association Externship through the Financial Planning Association. This externship has helped me have more practice in the financial planning process and in applications like in eMoney software, making an investment portfolio on Morningstar and learning the ability to explain complex financial strategies to clients to not confuse them. Life-guarded for four years that helped in customer service. Improved communication in high stress. Strong collaboration with co-workers. President of Men\'s Club Water Polo at Illinois State University. Red Cross CPR Certified Red Cross First Aid Certified and AED Certified. Safety Officer for the club. Aided team with recognition of university procedures and requirements. Managed funds for club and ran fundraisers to generate revenue.
Experience
Distribution Specialist
Compass Retirement Consulting Group
Sep 2023 — Present · US
Education
Illinois State University
Finance, Risk managment and Insurance, Financial Planning and Services
2016 — 2020
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