Hannah O'leary is a qualified professional, that works in Luken Investment Analytics main office of which is in 15. as a Director of Operations and Client Services since 2017. This person gained professional experience in more than three positions at various companies. Hannah O'leary went to the University of Georgia and was studying there from 2009 to 2010. Hannah O'leary has such professional qualifications as Life, Health & Accident Insurance, Series 6, and Series 65. Nashville, Tennessee is the city, where this expert was known to live. This person's email address and phone number are easily accessed through this website by request.
Name variants:
Hanna O'Leary,
Ann O'Leary,
Annie O'Leary,
Nana O'Leary,
Nanny O'Leary,
Anna O'Leary,
Anne O'Leary,
Anner O'Leary,
Nan O'Leary
Last updated Jan 20, 2024
Contact Information
Last Update
Jul 9, 2022
Location
Nashville, TN
Company
Luken Investment Analytics
Workplace
Director of Operations and Client Services
Work History
Director of Operations and Client Services
136 Frierson St, Brentwood, TN 37027
Provide support to our advisor by managing the ins and outs of the retail side of the business. This is done by the utilization and management of our CRM, billing and performance management ...
from May 2017
Retirement Plan Specialist
5141 Virginia Way SUITE 370, Brentwood, TN 37027
Provide support to our retirement plan sponsors & participants and develop a proactive calendar of events for each client that includes investment reviews & participant education. Create/con...
Sep 1, 2015 — Apr 2017
Licensed Financial Services Specialist
1900 5Th Ave north, Birmingham, AL 35228
Sold annuity/insurance products as well as loans, checking and savings accounts, IRAs, and other financial services and products. Performed maintenance and provided service on all customer a...
Jul 2009 — Sep 2014
Education
2009 — 2010
2004 — 2007
Occupations
Executive
Director of Operations
Advisor
Accountant
Finance and Accounting Specialist
Pension Administrator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Compensations and Benefits
Skills
Financial Services
Investments
Retirement
Finance
Retirement Planning
Fixed Annuities
Iras
Loans
Portfolio Management
Banking
Wealth Management
Mutual Funds
Financial Wellness Education
Investment Analysis
401 Retirement Savings Plans
Retirement Solutions
Retirement Education
Customer Service
FAQs about Hannah O'leary
What's the main profession of Hannah O'leary?
The expert is a Director of Operations and Client Services.
What are the main profession of This professional?
These person's professions are Executive and Director of Operations
Where does Hannah O'leary currently live?
Nashville, Tennessee is the place where Hannah O'leary currently lives
Where did Hannah O'leary work?
This expert worked at Luken Investment Analytics, Levine Group, Inc..
Where has Hannah O'leary studied?
Hannah studied at the University of Georgia from 2009 to 2010.
What are the certifications of Hannah O'leary?
The professional received the following certifications: Life, Health & Accident Insurance, Series 6, and Series 65.
What languages does Hannah O'leary speak?
Hannah O'leary speaks English.
Are there any special industries Hannah O'leary is connected to?
This person works in Financial Services industry.