Jackie Armstrong Email & Phone Number
Relationship Manager @ Oxford Financial Group, Ltd.
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Jackie Armstrong Location
- Indianapolis, IN, US
Jackie Armstrong Work
- Relationship Manager @ (November 2021 - Present)
- Sr Registered Client Service Associate @ (October 2016 - October 2021)
- Associate Financial Advisor @ (November 2015 - August 2016)
- Internal Sales Consultant and Registered Representative (Series 7), Retirement Services @ (January 2014 - November 2015)
- Implementation Consultant, Employee Benefits, New Business @ (September 2010 - January 2014)
- Financial Advisor Assistant and Registered Representative (Series 6 and 63) and Personal Banker @ (November 2008 - August 2010)
- Registered Representative (Series 6 and 63) and Insurance Agent and Account Manager and Agency Owner @ (February 2002 - November 2008)
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., OneAmerica Financial Partners Inc. and OneAmerica. 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 1 emails and 2 mobile phone numbers on RocketReach.
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