Nicole Ugalde
DC Consultant @ MFS Investment Management
- Role
- Dc Consultant at MFS Investment Management
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicole Ugalde
FINRA Series 7, 24, 53, 4 & 66 licensed
Experience
Dc Consultant
Sep 2022 — Present · Phoenix, AZ, US
Education
The Ohio State University
Bachelor of Science (B.S.), Financial Management
1999 — 2003
Skills
- Retirement Planning
- Finra
- 401k
- Asset Management
- Leadership
- Customer Relations
- Relationship Management
- Fixed Annuities
- Financial Planning
- Customer Service
- Securities
- Investments
- Investment Strategies
- Alternative Investments
- Financial Analysis
- Equities
- Series 7
- Retirement
- Finance
- Insurance
- Word
- Series 63
- Marketing
- Microsoft Office
- Excel
- Asset Allocation
- Mutual Funds
- Financial Services
- Risk Management
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