Sherri Prim
- Role
- Cfp Wealth Manager Investment Advisor at Mcmill Cpas & Advisors
- Location
- Norfolk, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Cfp Wealth Manager Investment Advisor
Jan 2002 — Present
Skills
- Asset Management
- Strategic Financial Planning
- Management
- Wealth Management
- Portfolio Management
- Estate Planning
- Financial Planning
- Retirement
- Mutual Funds
- Asset Allocation
- Investment Management
- Series 7
- Customer Service
- Investment Advisory
- Leadership
- Investments
- Retirement Planning
- Public Speaking
- Investment Strategies
- Series 63
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