Paul Morrison Email & Phone Number
Co-Founder, IRMAA Certified Planner @ IRMAA Certified Planner
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Paul Morrison Location
- Lincoln, NE, US
Paul Morrison Work
- 2022 -now Co-Founder, IRMAA Certified Planner @
- 2019 -now Executive Director of Practice Management @
- 2019 -2019 Senior Restoration Specialist @ Olmos Construction
- 2016 -2019 Regional Manager @
- 2013 -2016 Annuity Marketing Specialist @
Paul Morrison Education
- The American College
Registered Income Certified Professional (Retirement Income Planning)
2016-2016 - University of St. Thomas
Bachelor of Science (BS) (Business Administration and Management, General)
1996-2000 - Mount Michael Benedictine High School
(General Studies)
1992-1996
Paul Morrison Skills
- Sales
- Marketing
- Management
- Consulting
- Financial Planning
- Customer Service
- Life Insurance
- Highly self-motivated
- Annuity Sales
- Health Insurance
- Indexed Annuities
- Highly detail oriented
- Market Analysis
- Goal Setting
- Retirement Plan Consulting
- Outbound Marketing
- Policy Analysis
- Strategic Financial Planning
- Strategic Planning
- Cloud Computing
- Software
- Building Relationships
- Relationship Management
- Networking
- Building Strong Referral Networks
- Sales Presentations
- Fixed Income
- Income Protection
- Retirement Income Strategies
- Retirement Planning
- Qualified Retirement Plans
- Fixed Annuities
- Insurance
- Retirement
- Financial Services
- Term Life Insurance
- Leadership
- Team Building
Paul Morrison Summary
- Paul Morrison, based in Lincoln, NE, US, is currently a Co-Founder, IRMAA Certified Planner at IRMAA Certified Planner. Paul Morrison brings experience from previous roles at M&O Marketing, Inc., Olmos Construction, Welter Construction and Senior Market Sales Inc. Paul Morrison holds a 2016 - 2016 Registered Income Certified Professional in Retirement Income Planning @ The American College. With a robust skill set that includes Sales, Marketing, Management, Consulting, Financial Planning and more. Paul Morrison has 4 emails and 5 mobile phone numbers on RocketReach.
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