Rodger Lyle
- Role
- Client Relationship Manager at Cuna Mutual Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Relationship Manager
Feb 2020 — Present
Skills
- Retirement Planning
- Retirement
- Sales
- Series 63
- Etfs
- Asset Allocation
- Mutual Funds
- Wealth Management
- Investment Advisory
- Alternative Investments
- Separately Managed Accounts
- 401k
- Series 6
- Series 7
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