Jackie Armstrong Email & Phone Number
Relationship Manager @ Oxford Financial Group, Ltd.
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Jackie Armstrong Location
- Indianapolis, IN, US
Jackie Armstrong Work
- 2021 -now Relationship Manager @
- 2016 -2021 Sr Registered Client Service Associate @
- 2015 -2016 Associate Financial Advisor @
- 2014 -2015 Internal Sales Consultant and Registered Representative (Series 7), Retirement Services @
- 2010 -2014 Implementation Consultant, Employee Benefits, New Business @
- 2008 -2010 Financial Advisor Assistant and Registered Representative (Series 6 and 63) and Personal Banker @
- 2002 -2008 Registered Representative (Series 6 and 63) and Insurance Agent and Account Manager and Agency Owner @
Jackie Armstrong Education
- Ryerson University
Bachelor's Degree: Information Technology Management and Administration (Information Technology)
Jackie Armstrong Skills
- Financial Services
- Microsoft Office
- Client Relationships Strengthening
- Insurance
- Investments
- Retirement Planning
- Financial Planning
- Sales
- Marketing
- Social Media
- Customer Relationship Management (CRM)
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Client Services
- Leadership
- Time Management
- Professional Communication
- Client Presentation
- High Level Of Accuracy
- Finance
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- Business Planning
- Qualified Retirement Plans
- Customer Service
- Pre Sales
- Employee Benefits
- 401 Retirement Savings Plans
Jackie Armstrong Summary
- Jackie Armstrong, based in Indianapolis, IN, US, is currently a Relationship Manager at Oxford Financial Group, Ltd.. Jackie Armstrong brings experience from previous roles at Morgan Stanley, Ameriprise Financial Services, Inc. and OneAmerica Financial Partners Inc.. Jackie Armstrong holds a Bachelor's Degree: Information Technology Management and Administration in Information Technology @ Ryerson University. With a robust skill set that includes Financial Services, Microsoft Office, Client Relationships Strengthening, Insurance, Investments and more. Jackie Armstrong has 2 emails and 2 mobile phone numbers on RocketReach.
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Nicholas Klein
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Rob Webb
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Andrew Filauro
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Brian Copsey
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David Lewis
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Tim Wittenbrook
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Scott Ryan
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Jeffrey Thomasson
CEO and Managing Director
Indianapolis, IN, US
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