Beth Bort Location
- Chicago, IL, US
Beth Bort Work
- 2018 - now Senior Compliance Analyst @
- 2017 - 2018 Suitability Analyst @ Bankers Life Securities, Inc.
- 2016 - 2017 Investment Support Analyst @
- 2013 - 2016 Investment Associate @
- 2010 - 2013 Licensed Personal Banker @
- 2008 - 2010 Licensed Office Manager @
Beth Bort Education
- University of Illinois at Urbana-Champaign
Bachelor's degree
2002 - 2006
Beth Bort Skills
- Leadership
- Series 63
- Banking
- Fixed Annuities
- Branch Banking
- Indexed Annuities
- Insurance
- IRAs
- Investments
- Communication
- Series 6
- Wealth Management
- Life Insurance
- Mutual Funds
- Microsoft Office
- Microsoft Excel
- Risk Management
- Customer Service
- Trading
- Retail Banking
- Series 7
- Securities
- Suitability Analysis
Beth Bort Summary
- Beth Bort, based in Chicago, IL, US, is currently a Senior Compliance Analyst at CNO Financial Group. Beth Bort brings experience from previous roles at Bankers Life Securities, Inc., Bmo Harris Financial Advisors, BMO Harris Financial Advisors and JPMorgan Chase. Beth Bort holds a 2002 - 2006 Bachelor's degree @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Leadership, Series 63, Banking, Fixed Annuities, Branch Banking and more. Beth Bort has 2 emails and 2 mobile phone numbers on RocketReach.
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