Adam Correa is a high-level professional, working in Lpl Financial main office of which is in 353. as a Senior Financial Planning Consultant from 2020. This expert gained professional experience in more than five positions at various companies. Adam Correa went to the San Diego State University and received education from 2011 to 2015. San Diego, California is the city, where this professional was known to settle. The professional's email address and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Ad Correa,
Ade Correa
Last updated May 21, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ac**@carmelpartners.com, ad**@emoneyadvisor.com
Location
San Diego, CA
Company
Workplace
Colleagues
Work History
Senior Financial Planning Consultant
4707 Executive Dr, San Diego, CA 92121
from Mar 2020
Financial Planning Analyst
100 Matsonford Rd, Radnor, PA 19087
Initial contact source for advisor inquires on the financial planning software
Consult financial advisors on detailed financial plans and scenarios
Provide excellent support for advisors ...
Jun 2015 — May 2018
Financial Advisor Assistant
8440 southwest Canyon Ln, Portland, OR 97225
Primary point of contact for ongoing customer inquires on retirement services and asset allocation
Consult clients on their individual retirement accounts and outside assets including 401k...
Sep 1, 2014 — Jan 2015
Leasing Agent
1000 Sansome St, San Francisco, CA 94111
Effectively managed and sold quality apartments to prospective residents while providing excellent customer service and professionalism
Maintained a closing rate of 70%
Directed and hoste...
Sep 2013 — Jul 2014
Education
2011 — 2015
2014 — 2014
from 2014
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Financial Planning Analyst
Advisor
Accounting Bookkeeper
Bookkeeper
Accounting Analyst
Financial Analyst
Skills
Microsoft Office
Powerpoint
Social Media
Customer Service
Sales
Microsoft Excel
Microsoft Word
Marketing
Public Speaking
Social Networking
Teamwork
Budgets
Team Leadership
Research
Photoshop
English
Leasing
Entrepreneurship
Financial Planning
Data Analysis