Tony Papuckoski
- Role
- Advisor Consultant Ii at TIAA
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Advisor Consultant Ii
Aug 2023 — Present
Skills
- Client Segmentation
- Goal Oriented
- Retirement Services
- Data Analysis
- Finance
- Retirement Income Strategies
- Sales Presentations
- Marketing Communications
- Life Insurance
- Crm
- Client Relationship Building
- Variable Annuities
- Crm Software
- New Business Development
- Financial Analysis
- Disability Insurance
- Retirement Solutions
- Investment Strategies
- Long Term Care Insurance
- 401k
- Business Planning
- Process Improvement
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