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Nicholas C Crary

from De Pere, WI
Age ~46
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Also known as:
Nick Crary, Nicholas C Carry, Nicholas C Craiy
Related to:
Krystle L Walker, 39Douglas Vandermoon, 66Cherie Vandermoon, 68Alexander Crary, 32
Connected to:
Alyssa L Crary, 30Barbra J Crary, 45Beverly A Crary, 78Bryan M Crary, 44Camille M Crary, 39Chase Crary, 31Danielle C Crary, 34Deb Crary, 69Janell R Crary, 64Kristin Crary, 34

Nicholas Crary Phones & Addresses

  • De Pere, WI
  • 1133 Kellogg St, Green Bay, WI 54303 (920) 884-0182
  • 508 Waugoo Ave, Oshkosh, WI 54901
  • 720 Cherry St, Oshkosh, WI 54901
  • 822 Cherry St, Oshkosh, WI 54901
  • 857 Cherry St, Oshkosh, WI 54901
  • New Orleans, LA
  • Pardeeville, WI

Work

Company: Pai Feb 2013 Position: Inside sales manager

Education

Degree: BBA School / High School: University of Wisconsin-Oshkosh 1997 to 2001 Specialities: Finance

Skills

Retirement Planning • Retirement • Mutual Funds • Asset Allocation • Employee Benefits • Investments • Financial Advisory • Investment Advisory • Wealth Management • 401K • Roth Ira • 529 Plans • Series 65 • Sales Operations • Reporting and Analysis • Investment Sales • Administrative Work • Variable Annuities • Fixed Annuities • Stocks • Etfs • Salesforce.com • Salesforce.com Administration • Sage Crm • 401K Participant Education • 401K Sales • Financial Services • Sales • Defined Contribution • Customer Relationship Management • Client Retention Programs • Sales Trainings • National Sales Training • Qualified Retirement Plans

Ranks

Certificate: Certified Plan Fiduciary Advisor (Cpfa)

Industries

Investment Management

Resumes

Resumes

Nicholas Crary Photo 1

Financial Services Representative

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Location:
Green Bay, WI
Industry:
Investment Management
Work:
PAI since Feb 2013
Inside Sales Manager
Employer Retirement Investment Advisors, LLC. Oct 2010 - Feb 2013
Financial Services Representative
PAI Mar 2010 - Feb 2013
Financial Services Representative
Morgan Stanley Smith Barney May 2005 - Mar 2010
Registered Client Service Associate
Thrivent Financial for Lutherans 2002 - May 2005
Advanced Annuity Service Representative
Education:
University of Wisconsin-Oshkosh 1997 - 2001
BBA, Finance DeForest High School 1993 - 1997
Skills:
Retirement Planning
Retirement
Mutual Funds
Asset Allocation
Employee Benefits
Investments
Financial Advisory
Investment Advisory
Wealth Management
401K
Roth Ira
529 Plans
Series 65
Sales Operations
Reporting and Analysis
Investment Sales
Administrative Work
Variable Annuities
Fixed Annuities
Stocks
Etfs
Salesforce.com
Salesforce.com Administration
Sage Crm
401K Participant Education
401K Sales
Financial Services
Sales
Defined Contribution
Customer Relationship Management
Client Retention Programs
Sales Trainings
National Sales Training
Qualified Retirement Plans
Certifications:
Certified Plan Fiduciary Advisor (Cpfa)
Sandler Training - Sales Mastery
Series 65 - Uniform Investment Adviser Law Examination
U.s. Securities and Exchange Commission
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Nicholas C Crary from De Pere, WI, age ~46 Get Report