Terry Rushton
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Terry Rushton
- Bis heute 16 Jahre und 6 Monate, seit Feb. 2009
Financial Planner & Associate General Agent
Intermountain Financial Advisors, Inc.
All activities associated with the marketing and sales of financial products and services, including prospecting, fact-finding, case design, case presentation, implementation, and post-sale service. Recruiting for the organization. Training and sales supervision.
- 7 Monate, Aug. 2008 - Feb. 2009
Financial Planning Analyst
Bauer Captain Johnson, Inc.
All "backroom" financial planning responsibilities. Fact-finding, data-entry, plan design, drafted recommendations, service follow-up.
- 1 Jahr und 11 Monate, Sep. 2006 - Juli 2008
Director of Financial Planning
MacLean Financial Group, Inc.
All "backroom" responsibilities involved with financial planning and implementing/servicing those plans. Fact-finding, plan design, drafting recommendations, assist with presentation, implementation, and post-planning and implementation service.
- 6 Jahre und 9 Monate, Dez. 1999 - Aug. 2006
Agency Supervisory Officer
MassMutual Life Insurance Company
Conduct all insurance and securities compliance supervisory activities for agencies covering multiple states and 50+ sales professionals. Includes transaction review and approval, office and file inspections, monitoring of continuing education activities, licensing and registration of new producers, producer evaluation and training, etc.
Ausbildung von Terry Rushton
- 8 Jahre und 10 Monate, Sep. 1965 - Juni 1974
Management and Accounting
University of Utah
Sprachen
Englisch
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