Randy Wallis Location
- Pottsboro, TX, US
Randy Wallis Work
- 2020 - now Financial Professional @ Wallis Financial Solutions
- 2019 - 2020 Elite Resource Team Consultant @
- 2014 - 2020 Retirement Income Specialist @
- 2007 - 2010 Partner @ Retirement Rescue Advisors
- 2002 - 2007 Agency Owner @
- 1987 - 1997 Co-Owner @ Family Owned Auto Dealerships
- 1984 - 1987 SALES and ESTIMATING @ Worth Products Inc.
- 1981 - 1984 Field Coordinator @ Worth Products Inc.
Randy Wallis Education
- NADA National Automobile Dealers Association
Graduate - Dealer Candidate Academy 1988 (Dealership Operations)
1988 - 1988 - Northwood University
Associate's degree (Automotive Marketing)
1987 - 1988 - Northwood University
Bachelor of Business Administration (BBA)
Randy Wallis Skills
- Leadership
- Authorized Bank On Yourelf Advisor
- Presentation Skills
- Team Building
- Consultative Selling
- Financial Planners
- Public Speaking
- Fixed Annuities
- Qualifying Prospects
- Presenting Proposals
- Business
- Certified College Funding Specialist
- Insurance
- Retirement Planning
- Sales
- IRAs
- Managerial Finance
- Investments
- Reasoning Skills No Match
- Negotiation
- Computer Literacy No Match
- Finance
- 401k
- Strategic Planning
- Asset Allocation
- Wealth Management
- Life Insurance
- Sales Management
- Outside Sales
- Universal Life
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Real Estate
- Wealth Accumulation
- New Business Development
- Marketing
- Student Financial Aid
- Time Management
- Customer Service
- Long Term Care
- Wealth
- Contract Negotiation
- Long Term Care Insurance
- Budgets
- Small Business
- Management
- Term Life Insurance
- Problem Solving
- Health Insurance
- Analytical Skills No Match
- Retirement
- Salesforce.Com No Match
- Sales Process No Match
- Employee Benefits
Randy Wallis Summary
- Randy Wallis, based in Pottsboro, TX, US, is currently a Financial Professional at Wallis Financial Solutions. Randy Wallis brings experience from previous roles at CPA Team Based Model, RetireDFW, Retirement Rescue Advisors and Crossroads Financial. Randy Wallis holds a 1988 - 1988 Graduate - Dealer Candidate Academy 1988 in Dealership Operations @ NADA National Automobile Dealers Association. With a robust skill set that includes Leadership, Authorized Bank On Yourelf Advisor, Presentation Skills, Team Building, Consultative Selling and more. Randy Wallis has 2 emails and 2 mobile phone numbers on RocketReach.
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