Walter C. Upshaw
Insurance Sales Manager
- Role
- Financial Services Representative at Transamerica
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Financial Services Representative
Sep 2014 — Present · Tampa/St. Petersburg, FL, US
Primarily, I adjust the current financial status for individuals and families to allow for tax free strategy and retirement, while establishing immediate, short, and long term stability as well.
Education
Nova Southeastern University
Master of Business Administration (MBA), Finance, General
2012
Nova Southeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
2010 — 2012
Skills
- Mortgage Lending
- Credit Cards
- Multi-Cultural Team Building
- Variable Annuities
- Leadership
- Financial Services
- Microsoft Office
- Life & Health Insurance Licenses
- Securities
- Medicare Supplements
- Customer Service
- Series 7
- Series 63
- Insurance
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