North Wilkesboro, NC | Greensboro, NC
Also known as: ROldham71
I have eleven years of experience in the Financial Services Industry. I earned my Life Underwriter Training Council Fellow (LUTC-F) designation in . I graduated from LILI in . Currently I am a Financial Represenative assigned to the Statesville, NC office. I specialize in wealth transfer, mortgage protection, income replacement, retirement planning and educational funding. Specialties Recruiting, Training and Development, Goal Setting, Action Plan Execution, Relationship Building. Risk Tolerance and Asset Allocation.