Meredith A Connelly

Cope Certified Health Coach

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Location:

West Des Moines, IA

Industry:

Financial Services

Work:

Change Your Life With Mer
Cope Certified Health Coach
The Planners Financial Services
Registered Assistant

Education:

Kaplan University 2013 - 2015
Master of Science, Masters, Finance William Penn University College For Working Adults 1998 - 2000
Bachelors, Business Management College of Dupage 1989 - 1991
Associates, Liberal Arts, Liberal Studies Des Moines Area Community College 1987 - 1988
Associates, Liberal Arts, Humanities, General Studies Abraham Lincoln High School 1984 - 1987

Skills:

Rp
Series 7
Series 63
Asset Management
Financial Analysis
Investment Advisory
Public Speaking
Strategic Financial Planning
Financial Planning
Leadership
Kickboxing
Team Building
Mutual Funds
Insurance
Financial Services
Investment Strategies
Asset Allocation
Investments
Wealth Management
Retirement
Securities
Sales Management
Management
Finance
Sales
Customer Service
Critical Thinking
Conflict Resolution
Coaching and Mentoring
Emotional Intelligence
Adaptability
Team Management
Backing Vocals
Vocal Performance
Perfect Pitch
Microsoft Word
Microsoft Excel
Powerpoint
Quickbooks
Iras
Retirement Planning
Fixed Annuities
Microsoft Office

Interests:

Social Services
Economic Empowerment
Civil Rights and Social Action
Gardening
Education
Music
Running
Arts and Culture
Knitting

Languages:

English
Spanish

Certifications:

Registered Paraplanner

Financial Advisor

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Location:

Des Moines, IA

Industry:

Financial Services

Work:

Edward Jones
Financial Advisor
Edward Jones Jan 2018 - Jun 2018
Financial Advisor Trainee

Education:

Meredith Connelly

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Meredith Connelly

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