Michael Flaherty Email & Phone Number
Senior Relationship Manager @ David Vaughan Investments, LLC
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Michael Flaherty Location
- Bloomington, IL, US
Michael Flaherty Work
- Senior Relationship Manager @ (January 2024 - Present)
- Relationship Manager @ (February 2018 - January 2024)
- Financial Advisor @ Kingston Wealth Management Group, Inc. (July 2012 - February 2018)
- Financial Advisor @ FSB Wealth Management (May 2008 - July 2012)
- Underwriting Team Manager @ State Farm (January 2004 - January 2008)
- Underwriter @ State Farm (January 2001 - January 2004)
Michael Flaherty Education
- Illinois State University
B.S. (Insurance)
2000-2002 - Illinois Valley Community College
Associates (Insurance, Math)
1998-2000
Michael Flaherty Skills
- Leadership
- Financial Advisory
- Customer Relationship Management Crm
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Microsoft PowerPoint
- Annuities
- Portfolio Management
- Investments
- Business Development
- 401k Retirement Savings Plans
- Investment Advisory
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Relationship Building
- Microsoft Office
- Investment Strategies
- Microsoft Word
- Budgeting
- Microsoft Excel
- Risk Management
- Marketing
- Certified Financial Planner
- Customer Service
- Disability Insurance
- Long Term Care Insurance
- Management
- Personal Finance
- Strategic Financial
- Investment Portfolios
- Marketing Strategy
- Website Administration
- 529 Plans
- Investment Management
- 401 Retirement Savings Plans
- Customer Relationship Management
Michael Flaherty Summary
- Michael Flaherty, based in Bloomington, IL, US, is currently a Senior Relationship Manager at David Vaughan Investments, LLC. Michael Flaherty brings experience from previous roles at David Vaughan Investments, LLC, Kingston Wealth Management Group, Inc., FSB Wealth Management and State Farm. Michael Flaherty holds a 2000 - 2002 B.S. in Insurance @ Illinois State University. With a robust skill set that includes Leadership, Financial Advisory, Customer Relationship Management Crm, Public Speaking, Fixed Annuities and more. Michael Flaherty has 1 emails and 1 mobile phone numbers on RocketReach.
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