Owen Riley

Financial Analyst, Fp & a @The Heritage Group

Indianapolis, IN, US
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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