Carly Smith Email & Phone Number
Retirement Income Advisor @ Leverage Planning
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Carly Smith Location
- Omaha, NE, US
Carly Smith Work
- Retirement Income Advisor @ (July 2024 - Present)
- Internal Wholesaler @ (July 2021 - July 2024)
- Annuity Specialist @ (February 2019 - July 2024)
- Client Services Manager @ (September 2016 - February 2019)
Carly Smith Education
- University of Nebraska-Lincoln
PSYCHOLOGY
2013-2016
Carly Smith Skills
- Customer Service
- Leadership
- Life and Health Insurance Licenses
- Management
- Marketing
- Microsoft Office
- Microsoft Word
- Project Management
- Sales
- Series 7
- Strategic Planning
- Training
Carly Smith Summary
- Carly Smith, based in Omaha, NE, US, is currently a Retirement Income Advisor at Leverage Planning. Carly Smith brings experience from previous roles at Pacific Life and Ameriprise Financial Services, Inc.. Carly Smith holds a 2013 - 2016 PSYCHOLOGY @ University of Nebraska-Lincoln. With a robust skill set that includes Customer Service, Leadership, Life and Health Insurance Licenses, Management, Marketing and more. Carly Smith has 1 mobile phone numbers on RocketReach.
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