Mike Fortin
Financial Advisor | Wealth & Retirement Planner | Client Experience Specialist | Sales Director | Recruiter | Trainer | Coach | Team Builder
- Role
- Investment Advisor Representative at B.O.S.S. Retirement Solutions
- Location
- Orem, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Fortin
I have an extensive background in sales and sales management in a variety of industries…
Experience
Investment Advisor Representative
Nov 2025 — Present · Lehi, UT, US
Financial planning to help clients meet their financial goals and retire confidently.
Skills
- Inventory Management
- Bilingual-Spanish
- Telecommunications
- Supervisory Skills
- Sales Management
- Sales Operations
- Customer Retention
- Customer Service
- Direct Sales
- Account Management
- Microsoft Word
- Team Leadership
- Training
- Customer Satisfaction
- Team Building
- Leadership
- Microsoft Excel
- Powerpoint
- Microsoft Office
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