Wayne Bettis
Account Executive, SS&C Black Diamond Wealth Solutions - Advisory Sales
- Role
- Account Executive at Ss&c Black Diamond Wealth Solutions
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Account Executive
Ss&c Black Diamond Wealth Solutions
Jan 2025 — Present · Jacksonville, FL, US
Education
Valdosta State University
BBA, Finance
2000 — 2003
Skills
- Financial Planning
- Microsoft Powerpoint
- Account Management
- Series 63
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Investments
- Team Building
- Insurance
- Employee Training
- Strategic Planning
- Series 7
- Customer Service
- Strategic Financial Planning
- Business Analysis
- Microsoft Office
- Process Improvement
- Salesforce.com
- Banking
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