CP

christopher paulson

relationship associate at orgel wealth management, llc
  • financial advisory
  • series 63
  • financial planners
  • 25+
Location
united states
Industry
financial services
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Overview

Location: Greater Minneapolis-St. Paul Area; Industry: Financial Services ... Saint Louis University ... Teacher - Content Coach at St. Paul Public Schools...

Explore their background, skills, and professional experience in financial services.

Contact Information

Email:
c***********p@t**************.com
Phone:
Not available

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Skills & Expertise

  • financial advisory
  • series 63
  • financial planners
  • fixed annuities
  • retirement planning
  • sales
  • financial planning
  • business development
  • variable annuities
  • series 6
  • 401k
  • asset allocation
  • financial services
  • wealth management
  • life insurance
  • strategic financial planning
  • finra
  • marketing
  • new business development
  • risk management
  • long term care
  • long term care insurance
  • small business
  • coaching
  • health insurance
  • life and health insurance licenses
  • employee benefits
  • securities

Professional Information

1
Current Position

relationship associate

Working at orgel wealth management, llc in the financial services industry. Based in united states.

2
Industry Focus

financial services

Specialized experience and expertise in financial services sector with proven track record.

Experience

orgel wealth management, llc

relationship associate

fortune financial

associate at fortune financial

Languages

  • english

Connect & Social Media

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Contact Information
Location:

united states

Email:

c***********p@t**************.com

Phone:

Not available

Industry:

financial services

  • financial advisory
  • series 63
  • financial planners
  • fixed annuities
  • retirement planning
  • sales
  • financial planning
  • business development
  • +20 more