Owen Riley
Financial Analyst, Fp & a @The Heritage Group
Indianapolis, IN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
Financial Analyst, Fp & a @The Heritage Group
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SKILLS
Financial EducationFund ServicesInvestmentsRoth IraSimple IraMarketing LiteratureStrategy401k RolloversProposal GenerationSalesforce.comFinancial PlanningAccountingTraditional IraCollege Savings PlansData AnalysisRetirement Plan Consulting401(K) Retirement Savings PlansQualified Retirement PlansCommunicationCoverdell403 BRetirement PlanningMorningstarIrasSep IraMarketingMicrosoft OutlookMicrosoft OfficePhone Etiquette529 PlansMicrosoft ExcelMarket DataFinancial ServicesMutual Funds
ABOUT OWEN RILEY
I work at The Heritage Group as a financial analyst within FP & A. I am responsible for the…
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