Ducky Radik

Operations Manager

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Location:

Omaha, NE

Industry:

Financial Services

Work:

Carson Wealth Management Group since Jan 2011
Assistant Director of Operations
Carson Wealth Management Group Jun 2006 - Jan 2011
New Business Coordinator
John Deere Landscapes 2000 - 2005
Branch Manager

Education:

Skills:

Financial Services
Wealth Management
Mutual Funds
Investments
Fixed Annuities
Alternative Investments
Retirement Planning
Securities
Finra
Investment Advisory
Cash Management
Retirement
Financial Planning
Operations Management
Staff Training
Customer Retention
Trusts
Annuities
Strategic Financial Planning
Problem Solving
Client Services
Branch Management
Cross Functional Coordination
Policy/Procedure Development
Managed Accounts
Retail Brokerage
529 Plans
High Net Worth Individuals
Wealth Management Services
Investment Operations
Staff Management
Client Communications
Retirement Plans
Charitable Giving Strategies
Risk Management
Estate Planning
Trust Services
Data Management
Transition Planning
Standard Operating Procedure
Project Implementation
Project Planning
Inter Departmental Coordination

Interests:

Children
Civil Rights and Social Action
Education
Human Rights
Animal Welfare

Ducky Radik

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