Teresa Gray Qkc
Vice President - Client Services at Hub International
- Role
- Vice President - Client Services at HUB International
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Teresa Gray Qkc
For more than 20 years, I have built a solid career that is based on creating and…
Experience
Vice President - Client Services
Mar 2021 — Present · Denver, CO, US
Education
University of Denver
Bachelor of Science (B.S.)
1986 — 1990
Skills
- Pension Plans
- Defined Contribution
- 401k
- Wealth Accumulation
- Financial Needs Analysis
- Variable Annuities
- Income Protection
- Survivor Income
- 403b
- Series 6
- Presentation Skills
- Universal Life Insurance
- Relationship Development
- Financial Education
- Roth Ira
- Simple Ira
- Disability Income Insurance
- Asset Allocation
- Mutual Funds
- Series 65
- Retirement Plan Consulting
- Qualified Domestic Relations Orders
- Estate Planning
- College Funding Strategies
- Traditional Ira
- Business Development
- Deferred Compensation Plans
- Executive Benefit Strategies
- Qualified Retirement Plans
- Cross-Functional Team Leadership
- Sep Ira
- Series 63
- Supplemental Retirement Income
- Defined Benefit
- Creative Problem Solving
- Tax-Deferred Savings
- Fixed Annuities
- Form 5500
- Cross Selling
- Financial Literacy Training
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