Edward Motley Email & Phone Number
Financial Planner @ Sagient
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Edward Motley Location
- Whittier, CA, US
Edward Motley Work
- Financial Planner @ (October 2021 - Present)
- Financial Advisor @ (January 2021 - Present)
- Financial Services Professional @ (November 2019 - Present)
- Owner @ Edward T. Motley, ChFC (October 1990 - November 2019)
Edward Motley Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC) designation
2005-2007 - United States Military Academy at West Point
BS (General Engineering and Foreign Area Studies)
1982-1986
Edward Motley Skills
- Banking
- Business Relationship Management
- Business Successon Planning
- Communication
- Customer Service
- Customer Service Management
- Disability Insurance
- Estate Planning
- Financial Analysis
- Financial Planning
- Fixed Annuities
- Insurance
- Interpersonal Skills
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Oral Communication
- Presentation Skills
- Presentations
- Problem Solving
- Public Speaking
- Retirement
- Retirement Planning
- Small Business
- Strategic Planning
- Team Building
- Teamwork
- Wealth Management
- Strategy
- Marketing Strategy
- Microsoft Excel
- Sales
- Finance
- Business Analysis
Edward Motley Summary
- Edward Motley, based in Whittier, CA, US, is currently a Financial Planner at Sagient. Edward Motley brings experience from previous roles at Mass Mutual/MML Investor Services, Inc., MassMutual and Edward T. Motley, ChFC. Edward Motley holds a 2005 - 2007 Chartered Financial Consultant (ChFC) designation @ The American College of Financial Services. With a robust skill set that includes Banking, Business Relationship Management, Business Successon Planning, Communication, Customer Service and more. Edward Motley has 4 emails and 1 mobile phone numbers on RocketReach.
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