- Ascensus (Nashville, TN)
- …is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: ... include the following: + Responsible for the overall client engagement start to finish. + A clear understanding of...and in writing. + The ability to communicate with Advisors , CPA's, and Attorney's as it pertains to the… more
- Equitable (Franklin, TN)
- … Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized ... the annual Diversity Summit * Social impact and community engagement prosper thru our programs such as "1,000 Hours..., LLC, (NY, NY ###) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) //… more