Have you ever known anyone that ran out of money in retirement? I work with individuals and businesses to help prepare for financial events so that when those events come you are prepared and can help reach your goals.
Financial Advisor @ From November 2013 to Present (2 years) Principle and Vice President of Operations @ From May 2013 to November 2013 (7 months) Newberg, ORDirector Of Operations @ From September 2011 to May 2013 (1 year 9 months) Account Manager @ - Opening, maintaining and growing new accounts and leads within the Oregon market. From June 2007 to September 2011 (4 years 4 months) College Internship @ Internship working as a life insurance representative for Northwestern Mutual Finanical Network.
- Met with clients
- Analyzed the clients situation
- Provided recommendations based upon the clients needs
- Provided ongoing service to the client. From September 2006 to May 2007 (9 months) College Internship @ Went through the Farmers Insurance Agent Training program and worked hand in hand with a Farmer's Agent. Experienced the day to day life of an insurance agent and performed the duties of a Farmers Insurance Agent. From October 2005 to February 2006 (5 months)
BS, Business Marketing and Management @ Portland State University - School of Business From 2002 to 2006 Southwest Christian School From 2000 to 2002 T.J. Walker is skilled in: Financial Advisory, Retirement Planning, 401k Rollovers, Portfolio Strategies, Investment Strategies, Social Security, College Savings Plans, Tax-advantaged..., Roth IRA, Wealth Management, Investments, Securities, Mutual Funds, IRAs, Life Insurance, Customer Service, Business Development, CRM, Forecasting, Strategic Planning