Latika R Tillis

Senior Wealth Management Associate

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Location:

Richmond, TX

Industry:

Financial Services

Work:

Sound Financial Solutions Feb 2007 - Aug 2013
Senior Lpl Registered Administrative Associate
Sta Wealth Management Feb 2007 - Aug 2013
Senior Wealth Management Associate
Lendata Resources Sep 2006 - Feb 2007
Account Manager

Education:

Baylor University 2001 - 2005
Bachelors, Bachelor of Arts, Sociology College For Financial Planning
Hastings High School

Skills:

Management
Insurance
Investments
Finance
Series 7
Account Management
Microsoft Office
Microsoft Excel
Small Business
Analysis
Financial Analysis
Training
Strategic Financial Planning
Retirement Planning
Registered Paraplanner
Uniform Combined State Law
Powerpoint
Financial Advisory
Series 66
Financial and Estate Planning
Public Speaking
Event Planning
Financial Planning
Customer Service
Leadership
Strategic Planning
Long Term Care Insurance
Underwriting
Critical Thinking
Client Relations
Onboarding
Financial Education
Estate Planning
Project Management
Creative Problem Solving
Financial Literacy Training
Project Planning
Process Management
Driven By Results

Interests:

Social Services
Writing
Volunteering
Education
Jesus and Building His Kingdom
Mentoring
Reading
Competing In Pageants
Singing
Philanthropy
Pageant Coaching

Latika Tillis

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Latika Tillis