RD

rich dunsford

director of advisory consulting - ia principal at j.w. cole financial, inc.
  • project management
  • transition management
  • personal financial planning
  • 23+
Location
united states
Industry
financial services
shapeshape

Overview

Transition Manager at INVEST Financial

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

Contact Information

Email:
r***********d@i**************.com
Phone:
Not available

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Skills & Expertise

  • project management
  • transition management
  • personal financial planning
  • finra
  • management
  • investments
  • public speaking
  • training
  • albridge wealth reporting
  • redtail crm
  • series 4
  • series 7
  • series 24
  • series 27
  • series 53
  • series 66
  • mutual funds
  • retirement
  • finance
  • financial advisory
  • wealth management
  • retirement planning
  • instructional design
  • e learning implementation
  • technical training
  • technical product training

Professional Information

1
Current Position

director of advisory consulting - ia principal

Working at j.w. cole financial, inc. 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

jackson

senior advisor consultant - education and training

jackson

transition manager

jackson

sales supervision team leader - central and western regions

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Contact Information
Location:

united states

Email:

r***********d@i**************.com

Phone:

Not available

Industry:

financial services

  • project management
  • transition management
  • personal financial planning
  • finra
  • management
  • investments
  • public speaking
  • training
  • +18 more