Kelly George
Financial Planner and Wealth Advisor
- Role
- Licensed Mortgage Loan Originator at Cdc Financial Group, Inc
- Location
- Golden, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelly George
Unique Financial Services Professional for Unique Situations My former profile…
Experience
Licensed Mortgage Loan Originator
Jan 2023 — Present · Greenwood Village, CO, US
Education
University of Denver
BA, Psychology w/ minor Womens Studies & emphasis in Religious Studies
1995 — 1997
Colorado State University
MBA, Finance, General
2011 — 2013
Skills
- Life Insurance Strategies
- Customer Relations
- Succession Planning
- Financial Services
- Seminar Marketing
- Insurance
- Problem Solving
- Business Insurance Planning
- Writing
- Buy-Sell Agreements
- Workshop Facilitation
- Wealth Preservation Planning
- Service Delivery
- Retirement
- Annuity Sales
- Leadership
- Customer Satisfaction
- Key Person Insurance
- Networking
- Term Life Insurance
- Legacy Planning
- Selling
- Personal Finance
- Protection Planning/Family Security
- Permanent Life Insurance
- Life Insurance
- Sales
- Customer Retention
- 401(K) Rollovers
- Risk Management
- Lifetime Income Strategies
- Business Exit Strategy
- Account Management
- Multi-Generational Planning
- Licensed Life Insurance Agent
- Creative Problem Solving
- Investments
- Building Relationships
- Public Speaking
- Estate Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.