Rebecca McKay
- Role
- Financial Planner at Baird
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Planner
Jan 2022 — Present
As a Certified Financial PlannerTM and licensed life insurance professional, I facilitate the Ragen Group’s Estate Plan Reviews, Tax Return Analyses and Insurance Reviews in partnership with client Attorneys and CPAs. Additional focuses are in Financial Planning, MoneyGuide Pro, equity and fixed income trading, and wealth transfer strategies.
Skills
- Retail
- Social Networking
- Microsoft Office
- Sales
- Outcome Focused
- Event Planning
- Teamwork
- Communication
- Public Speaking
- Microsoft Excel
- Time Management
- Customer Service
- Powerpoint
- Microsoft Word
- Leadership
- Social Media
- Problem Solving
- Non-Profit Volunteering
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