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Investment Analyst
Investment Analyst. Specialize in small business retirement plans such as 401(k)s, defined benefit plans, & Simple IRAs. Set up & maintain financial plans in goal planning & monitoring & E-money. Track contributions and invest into allocated models. Analyze insurance and annuities using Simon platform. Perform insurance illustrations and quotes and help with the underwriting process. Conduct 1035 exchanges for annuities. Send resume to HR, The Cornell Group LLC, 3300 PGA Blvd STE 970 Palm Beach Gardens, FL 33410.
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