Claire Larson Email & Phone Number
Financial Advisor
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Claire Larson Location
- Grand Rapids, MI, US
Claire Larson Work
- 2020 -now Financial Advisor @ Edward Jones
- 2014 -2019 Vice President | Manager - Retirement Plan Sales and Services @ Chemical Bank Wealth Management
- 2011 -2014 Relationship Manager - Pension and Insurance @
- 2005 -2010 Vice President, Wealth Management Advisor @
- 1998 -2005 Vice President, Business Development Officer @
- 1990 -1998 Relationship Manager - ERISA, 401K, Profit Sharing and DB Plans @
Claire Larson Education
- American Bankers Association
Certified Retirement Services Professional - Institute of Certified Bankers (ERISA)
1995-1997 - University of Wisconsin-Madison
Bachelor of Business Administration (BA) (Finance)
Claire Larson Skills
- Investments
- Insurance
- Trust Services
- 401k
- Retirement Planning
- IRAs
- Estate Planning
- College Education Savings
Claire Larson Summary
- Claire Larson, based in Grand Rapids, MI, US, is currently a Financial Advisor at Edward Jones. Claire Larson brings experience from previous roles at Chemical Bank Wealth Management, Christian Schools International and Fifth Third Bank. Claire Larson holds a 1995 - 1997 Certified Retirement Services Professional - Institute of Certified Bankers in ERISA @ American Bankers Association. With a robust skill set that includes Investments, Insurance, Trust Services, 401k, Retirement Planning and more. Claire Larson has 1 emails and 2 mobile phone numbers on RocketReach.
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