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Alan J. Yancelson
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Generated approximately $4.9 million in revenue in seven months
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Advised 1,000+ members on array of financial issues with a particular focus on retirement
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Created over 500 portfolio assessments and financial plans that involved mutual funds, annuities, securities, fixed income products and a full range of insurance products
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Educated membership on implications of economic, investment, market and industry trends, tax law changes, and features and benefits of USAA's financial products and services
Other Experience
Multi-Cultural Marketing Consultant
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