Resumes
Resumes

Financial Representative At Pinnacle Planning Group, Inc.
View pagePosition:
Financial Representative at Pinnacle Planning Group, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work:
Pinnacle Planning Group, Inc. since Jun 2007
Financial Representative
Foster Klima & Co. 2007 - 2008
Financial Representative
Financial Representative
Foster Klima & Co. 2007 - 2008
Financial Representative
Education:
Northwestern College 2001 - 2005
B.A, Finance
B.A, Finance
Skills:
Insurance
Disability Insurance
Long Term Care
Disability Insurance
Long Term Care

Senior Advisor
View pageLocation:
11671 Unity St northwest, Coon Rapids, MN 55448
Industry:
Financial Services
Work:
Pinnacle Planning Group, Inc. since Jun 2007
Financial Representative
Foster Klima & Co. 2007 - 2008
Financial Representative
Financial Representative
Foster Klima & Co. 2007 - 2008
Financial Representative
Education:
Northwestern College 2001 - 2005
B.A, Finance centennial high school 1998 - 2001
B.A, Finance centennial high school 1998 - 2001
Skills:
Insurance
Long Term Care
Disability Insurance
Fixed Annuities
Term Life Insurance
Employee Benefits
Life Insurance
Finance
Retirement
Customer Service
Pensions
Estate Planning
Long Term Care Insurance
Long Term Care
Long Term Care
Disability Insurance
Fixed Annuities
Term Life Insurance
Employee Benefits
Life Insurance
Finance
Retirement
Customer Service
Pensions
Estate Planning
Long Term Care Insurance
Long Term Care

Advisor
View pageLocation:
Minneapolis, MN
Industry:
Financial Services
Work:
Pinnacle Planning Group, Inc. since Jun 2007
Advisor
Pinnacle Planning Group, Inc. Jan 2005 - Jul 2006
Assistant
Advisor
Pinnacle Planning Group, Inc. Jan 2005 - Jul 2006
Assistant
Education:
Northwestern College 2001 - 2005
BS, accounting
BS, accounting