Owen Riley
- Role
- Financial Analyst, Fp & a at The Heritage Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Owen Riley
I work at The Heritage Group as a financial analyst within FP & A. I am responsible for the…
Experience
Financial Analyst, Fp & a
Present
Skills
- Financial Education
- Fund Services
- Investments
- Roth Ira
- Simple Ira
- Marketing Literature
- Strategy
- 401k Rollovers
- Proposal Generation
- Salesforce.com
- Financial Planning
- Accounting
- Traditional Ira
- College Savings Plans
- Data Analysis
- Retirement Plan Consulting
- 401(K) Retirement Savings Plans
- Qualified Retirement Plans
- Communication
- Coverdell
- 403 B
- Retirement Planning
- Morningstar
- Iras
- Sep Ira
- Marketing
- Microsoft Outlook
- Microsoft Office
- Phone Etiquette
- 529 Plans
- Microsoft Excel
- Market Data
- Financial Services
- Mutual Funds
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