Richard K Zachary
- Role
- TIAA
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Richard K Zachary
Financial services professional with 20+ years’ experience with investment products and…
Experience
Present
Skills
- Retirement Planning
- Finra
- Salesforce.com
- Fixed Annuities
- Microsoft Office
- Wholesale
- Sales Presentations
- Investments
- Securities
- Financial Planning
- Estate Planning
- Public Speaking
- Customer Relationship Management (Crm)
- Microsoft Word
- Marketing
- Series 63
- Social Media Marketing
- Asset Managment
- Microsoft Excel
- Crpc
- Customer Service
- Annuities
- Wholesaling
- Investment Strategies
- Fixed Income
- Health Insurance
- Webex
- Annuity
- Gotomeeting
- Life Insurance
- Investment Advisory
- Series 66
- Hold Series 7
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Uniform Combined State Law
- Series 7
- Business Development
- Retirement
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