Years of professional experience
Tracy Shannon
Financial Services
Los Angeles,CA
Summary
The work we do in our profession is deeply important and highly rewarding when the effects can be seen in customer's lives.
With many years of experience, it is much more a real world dialogue when problem solving and goal setting with customers. This comes through.
Overview
43
43
Work History
Financial Services Representative
Allstate Financial Services, LLC
Los Angeles, CA
08.2018 - Current
- Advise customers on various aspects of personal finance such as budgeting, insurance, investments, retirement.
Education
Bachelor of Science - Business Management
University of Florida
Gainesville, FL08.1980
Skills
- Financial Markets
- Account Retention
- Regulatory Compliance
- Financial Services
- Customer Relationship Building
- Life Insurance
Timeline
Financial Services Representative
Allstate Financial Services, LLC
08.2018 - Current
Bachelor of Science - Business Management
University of Florida
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