David Porter
Accredited Financial Counselor
- Role
- Personal Financial Counselor at Magellan Federal
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Porter
Passionate about helping others succeed. Believes no one truly makes it on their own…
Experience
Personal Financial Counselor
Jul 2023 — Present · DE
Providing financial counseling to active duty, retired, recently separated service members and their family members. Helping service members and families deal with financial concerns and opportunities. Proving financial briefs and one-on-one counseling on a wide variety of financial topics ranging from budgeting to investing and estate planning.
Education
Central Piedmont Community College
Business Administration and Management, General
1988 — 1989
Skills
- Retirement Planning
- Money Management
- Budgeting
- Customer Service
- Training
- Direct Sales
- Financial Analysis
- Human Resources
- Sales
- Crisis Management
- Retirement
- Strategic Financial Planning
- Strategic Planning
- Coaching
- Insurance
- Sales Management
- Team Building
- Management
- Budgets
- Finance
- Investments
- Negotiation
- Call Center Administration
- Consumer Behaviour
- Microsoft Excel
- Time Management
- Public Speaking
- Motivational Speaking
- Financial Planning
- Investment Strategies
- Consumer Law
- Leadership
- Marketing
- National Speaker
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