Mike Cajthaml

Financial Advising Practitioner and Consultant

Since 2020, Mike Cajthaml has been working in Seeking A New Opportunity. Mike Cajthaml is a well-qualified Financial Advising Practitioner and Consultant with over 28 years of work experience. According to Mike's resume and work profile, this person has worked at more than seven places with diverse backgrounds and got various skills. Mike attended school at the Marquette University from 2003 to 2007. This expert has studied English. Overland Park, Kansas is the place where this professional presently lives. You can search for this expert's contacts. We can also provide you exhaustive contact information upon request.
Name variants:
Michael Cajthaml
Last updated May 30, 2024

Contact Information

Last Update
Jul 1, 2022
Email
mi**@creativemarketing.net
Location
Overland Park, KS

Workplace

Financial Advising Practitioner and Consultant

Industry

Computer Software

Work History

Financial Advising Practitioner and Consultant

from 2020

Business Development Vice President

6020 east Fulton St, Ada, MI 49301
Mar 2019 — Mar 2020

Vice President and Owner

Insurance & Investments Series 65 licensed. www.cyfinancial.com
Nov 2013 — Jul 2019

Annuity Sales Consultant

Nov 2007 — Nov 2013

Senior V.p

11460 Tomahawk Creek Pkwy SUITE 200, Leawood, KS 66211
While at Creative I was fortunate to head-up their "Tailor Made" Division. This was a grouping of some of the most dynamic insurance and investment agents in our Nation. I was honored to be ...
Oct 2007 — Nov 2013

Apprentice

May 2007 — Nov 2007

President

I was flattered by the many folks in my hometown area of McHenry, Illinois that trusted me with their retirement assets. I enjoy their friendship and the confidence they placed in me to posi...
Apr 1998 — Oct 2007

Occupations

Executive
Chairperson
Senior Vice President
Agents
Health Specialist
Certified Nurse Aide
Chief Executive
Vice President
Nurse
Nurse Practitioner

Skills

Investments
Financial Services
Retirement Planning
Long Term Care
Life Insurance
Asset Management
Employee Benefits
Strategic Planning
Portfolio Management
Securities
Insurance
Business Strategy
Iras
Fixed Annuities
Fixed Indexed Annuities
401K Rollovers
Ira Rollovers
Highly Responsible
Highly Resourceful
Highly Personable
Highly Detail Oriented
Highly Dedicated
Mutual Funds
Life Insurance Planning
Public Speaking
Sales Leadership Training
Retirement
Financial Advisory
Indexed Annuities
Long Term Care Insurance
Certified Financial Planner
Personal Finance
Financial Goals
Estate Planning
Wealth Management Services
Financial Planning
Wealth Management
Investment Advisory
Marketing
Sales
Term Life Insurance
Health Insurance
401K
Strategic Financial Planning
Annuities
Income For Life
Roth Ira
Traditional Ira
Sep Ira
Self Directed Ira
Rollovers
Securities License
Guaranteed Lifetime Income
Equity Indexed Annuities
Coaching
Series 65
Customer Relationship Management
Relationship Building
Management
Negotiation
Sales Growth
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