Richard Placey
Retirement Plan Consultant at Raymond James Financial, Inc.
- Role
- Retirement Plan Consultant at Raymond James
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Retirement Plan Consultant
Oct 2015 — Present
Education
Parker College of Business-Georgia Southern University
BA, Finance w/ emphasis in Real Estate
1997 — 2002
Skills
- Investments
- Salesforce.com
- Portfolio Management
- Insurance
- Employee Benefits
- Strategic Planning
- Securities
- Finance
- Asset Managment
- Retirement
- Customer Service
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Retirement Planning
- Sales
- Financial Analysis
- Account Management
- Series 7
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