Michele Maki
Wealth Management & Retirement Planning Associate @Edelman Financial Engines
Overland Park, KS, US
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MOBILE NUMBERS
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WORK HISTORY
May 2018 — Present
Wealth Management & Retirement Planning Associate @Edelman Financial Engines
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SKILLS
Investment AdvisoryCrmClient RelationsFinancial ServicesSecuritiesFinancial AdvisoryInvestmentsClient RetentionPortfolio ManagementWealth ManagementRetirementEtfsFixed AnnuitiesInvestment ManagementMutual FundsInvestment StrategiesFinanceSeries 63Retirement PlanningManagementFinancial PlanningStrategic Financial PlanningSeries 7Customer ServiceAsset AllocationAsset Management401k
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