Scott Kimble Email & Phone Number
Sales Team Leader, Wealth Management @ Oswald Financial, Inc.
5 free lookup(s).
Scott Kimble Location
- Cleveland, OH, US
Scott Kimble Work
- 2017 -now Sales Team Leader, Wealth Management @
- 2007 -2017 Senior Benefit and Planning Counselor and Manager of Ohio Territory @
- 2005 -2007 Retirement Plan Sales and Wholesaler @ Employers Select Plan/ Lincoln Financial
- 2000 -2005 Client Relationship Manager @
Scott Kimble Education
- Bowling Green State University
Finance (Finance)
1994-1999 - Bowling Green State University
Scott Kimble Skills
- 401k
- Retirement
- Series 7
- Series 63
- Investments
- Retirement Planning
- Fixed Annuities
- Financial Advisory
- 403b
- Defined Benefit
- Insurance
- 403 b
- Employee Benefits
- Mutual Funds
- Life Insurance
- Securities
- Wealth Management
- Disability Insurance
- Sales
- IRAs
- Qualified Retirement Plans
- Retirement Plan Consulting
- Investment Strategies
- Defined Contribution
- Financial Analysis
- Financial Services
- Asset Allocation
- Management
- Sales Management
- Planning
- 401k Retirement Savings Plans
- Series 6
- Series 66
- Wealth Management Services
- Financial Planning
- Microsoft Word
- Customer Service
- Marketing
- Finance
- Investment Advisory
- 401 Retirement Savings Plans
Scott Kimble Summary
- Scott Kimble, based in Cleveland, OH, US, is currently a Sales Team Leader, Wealth Management at Oswald Financial, Inc.. Scott Kimble brings experience from previous roles at Principal Financial Group, Employers Select Plan/ Lincoln Financial and Great-West Financial. Scott Kimble holds a 1994 - 1999 Finance in Finance @ Bowling Green State University. With a robust skill set that includes 401k, Retirement, Series 7, Series 63, Investments and more. Scott Kimble has 1 emails and 2 mobile phone numbers on RocketReach.
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