Since 2014, Olivia Keys has been working in Merit Financial Advisors located 5, 5. This person is a high-skilled Financial Advisor with over nine years of work experience. According to Olivia's resume and work profile, the professional has worked at more than four places with numerous backgrounds and got different skills. Olivia attended school at the Georgia State University from 2007 to 2011. Olivia has professional certification in Notary Public and License 2952505. Olivia Keys can be found in Atlanta, Georgia – where this person is currently located. You can search for the person's contacts. We can also provide you with additional contact information upon request.
Name variants:
Olive Keys
Last updated Jun 11, 2024
Contact Information
Workplace
Financial Advisor
Alpharetta, GA
Industry
Financial Services, Management Consulting Services
Colleagues
Work History
Financial Advisor
2400 Lakeview Pkwy SUITE 550, Alpharetta, GA 30009
● Built and managed $13M book of business; 25 household clients
● Spoke on Personal Finance topics: webinar and in-person
● Constructed simple, actionable financial plans for clients incl...
Oct 2014 — Mar 2019
Registered Client Relations Coordinator
Provided operational and paraplanning support to 50 households.
Prepared financial plans with CFP, conducted variable annuity research, processed annuity placements, prepared paperwork, me...
May 2011 — Jul 2014
Client Relations Assistant and Intern
Prepared client correspondence for planner
Maintained contract client, securities and direct business blotters
Managed invoices and collection process
Maintained specialized filing syste...
May 2010 — May 2011
Education
2007 — 2011
2004 — 2007
Occupations
Executive
Manager
Financial Broker
Financial Consultant
Advisor
Accountant
Finance and Accounting Specialist
Coordinator
Certified Financial Planner
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Managers
Puchasing and Estimating Manager
Financial Manager
Skills
Financial Advisory
Strategic Financial Planning
Risk Management
Retirement Planning
Wealth Management
Financial Planning
Personal Financial Planning
Financial Planners
Portfolio Management
Financial Analysis
Powerpoint
Finance
Time Management
Series 63
Microsoft Excel
Customer Service
Crm
Insurance
Mutual Funds
Asset Management
Microsoft Office
Microsoft Word
Manage Client Relationships
Financial Reporting
Retirement
401K
Life Insurance
Strengthening Client Relationships
Series 65
Series 6
Cash Flow Reporting
Comprehensive Planning
Social Security Planning
401K Rollovers
Variable Annuities
Licensed Life and Health Insurance Agent
Financial Coaching
Student Loans
Medicare
Retirement Income Strategies
FAQs about Olivia Keys
What is the main profession of Olivia Keys?
The expert is a Manager, Coaching and Advising.
What are the main profession of Olivia?
These person's professions are Executive and Manager
Where is Olivia Keys currently located?
The professional is currently located in Atlanta, Georgia.
Does Olivia Keys have the email address?
ke**@gmail.com is Olivia Keys's email address.
How many companies did Olivia Keys work at?
Olivia Keys worked at four jobs.
What education does Olivia Keys have?
Olivia studied at the Georgia State University from 2007 to 2011.
What are the certifications of Olivia Keys?
The expert received the following certifications: Notary Public, License 2952505, License Registration Held Through Lpl Financial, Cfp Candidate, Series 65, Series 63, Series 6, and Series 7.
What is the industry that Olivia Keys is connected to?
This person works in Financial Services industry.