Rose Feeney Email & Phone Number
Financial Consultant, Vice President - Investment Officer
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Rose Feeney Location
- California, United States
Rose Feeney Work
- 2012 -now Financial Consultant, Vice President - Investment Officer @ The Feeney Group of Wells Fargo Advisors
- 1988 -2012 Associate Vice President @
Rose Feeney Education
- Western Washington University
Speech Communications
1979-1981 - Shoreline Community College
Associate's Degree
1977-1979
Rose Feeney Skills
- Asset Allocation
- Retirement Planning
- Investment Strategies
- 401(k) Rollovers
- 529 Plans
- Wealth-preservation Planning
- Estate Investment Planning
- Retirement-plan Consulting
- Tax-efficient Strategies
- Stock Analysis
- Fixed-income Strategies
- Insurance & Annuities
- Mutual Funds
- Securities
- Multigenerational Wealth Planning
- Business-Owner Planning
- Business-Succession Planning
- Insurance
- Investments
- Stock Valuation
- Fixed Income
- Finance
- Alternative Investments
- Equities
- investment planning
- Financial Services
- Financial Analysis
- Customer Service
- Wealth Preservation Planning
- Insurance And Annuities
- Retirement Plan Consulting
- Microsoft Word
- Fixed Income Strategies
- Business Succession Planning
- 401k Rollovers
- Tax Efficient Strategies
- Project Management
- Business Owner Planning
- 401k Planning
- 401 Planning
Rose Feeney Summary
- Rose Feeney, based in California, United States, is currently a Financial Consultant, Vice President - Investment Officer at The Feeney Group of Wells Fargo Advisors. Rose Feeney brings experience from previous roles at Morgan Stanley Smith Barney. Rose Feeney holds a 1979 - 1981 Speech Communications @ Western Washington University. With a robust skill set that includes Asset Allocation, Retirement Planning, Investment Strategies, 401(k) Rollovers, 529 Plans and more. Rose Feeney has 2 emails and 1 mobile phone numbers on RocketReach.
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