Geoff Balkcom Email & Phone Number
President @ BAI Financial
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Geoff Balkcom Location
- New Port Richey, FL, US
Geoff Balkcom Work
- President @ (December 2011 - Present)
- Investment Advisor Representative @ (July 2015 - Present)
- Sales Associate @ (June 2010 - December 2011)
- Accounting Intern @ (June 2008 - June 2010)
Geoff Balkcom Education
- University of Central Florida
Bachelor's degree (Business/Commerce, General)
2007-2011 - University of Central Florida
Minor (Finance, General)
2007-2011
Geoff Balkcom Skills
- Customer Service
- Time Management
- Financial Services
- Risk Management
- Insurance
- Financial Accounting
- Strategic Financial Planning
- Financial Planning
- Mutual Funds
- Securities
- Front Office
- Manage Client Relationships
- financial counseling
- Holistic Financial Planning
- tactical financial planning
- Risk Assessment
- Financial Advisory
- Independent Financial Advice
- Finra
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Administrative Assistants
Geoff Balkcom Summary
- Geoff Balkcom, based in New Port Richey, FL, US, is currently a President at BAI Financial. Geoff Balkcom brings experience from previous roles at LPL Financial, Nike and Medi-Weightloss®. Geoff Balkcom holds a 2007 - 2011 Bachelor's degree in Business/Commerce, General @ University of Central Florida. With a robust skill set that includes Customer Service, Time Management, Financial Services, Risk Management, Insurance and more. Geoff Balkcom has 3 emails and 4 mobile phone numbers on RocketReach.
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Top BAI Financial Employees
Geoff Balkcom
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Rich Balkcom
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New Port Richey, FL, US
Judith Balkcom
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