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Misti Cherry

Financial Services Consultant @TIAA

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2022 — Present

Financial Services Consultant @TIAA

Series 6 & Series 63 License (FINRA)** • Educate clients on TIAA’s financial products and services and support them in achieving their long-term financial objectives. • Supply customers with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment options, and general retirement and financial matters. • Adapt and implement changes as the market and business conditions evolve.

SKILLS

Legal ResearchAppealsMicrosoft ExcelSeries 63Account ManagementProperty & Casualty InsuranceSeries 7AderantSecuritiesLife InsuranceFinancial AccountingFinancial ServicesInsurance401kAccounts ReceivableMicrosoft Office

ABOUT MISTI CHERRY

Astute and resourceful Professional offering a prolific record of process-oriented…

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