Ronnie Botros
Senior Financial Representative | Principal
- Role
- Financial Advisor at Principal Financial Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ronnie Botros
Ronnie Botros was born in Egypt and has been a Raleigh native since the age of 7. He…
Experience
Financial Advisor
Nov 2011 — Present · Raleigh-Durham, NC, US
Education
East Carolina University
Bachelors of Arts, Political Science & Business Administration
2001 — 2004
Campbell University
Master of Business Administration, Finance
2005 — 2007
Skills
- Budget Analysis
- Financial Advisory
- Roth Ira
- Profit Sharing
- Sales Management
- Finance
- Non-Profits
- Wealth Management
- Trust
- Problem Solving
- Education Savings
- Series 6
- Cash Flow
- Banking
- Buy-Sell Agreements
- Living Wil
- Small Business
- Disability Insurance
- Insurance
- Life Insurance Analysis
- Business Planning
- Microsoft Office
- Team Building
- Series 63
- 401k Rollovers
- Financial Planning
- Ira's
- Mortgage Lending
- Compliance
- Investments
- Annuities
- New Business Development
- Project Management
- Retirement Planning
- 401k
- Creative Problem Solving
- Employee Benefits
- Portfolio Management
- Estate Planning
- Negotiation
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