Agnes D Medina
Barber in Denver, CO

License number

Colorado 4411

Issued Date

Feb 11, 1987

Renew Date

Mar 31, 1992

Expiration Date

Mar 31, 1992

Type

Barber

Address

2229 So Lincoln, Denver, CO 80210

Professional information

Financial Services Professional

Position:

Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division, Senior Marketing Director at WFG-World Financial Group, Bookkeeping Services and Education at Diverse Financial Ltd.

Location:

Greater Denver Area

Industry:

Financial Services

Work:

Transamerica Financial Advisors, Inc., Transamerica Financial Group Division - Denver Metro Area since Jan 2012 - Investment Advisor Representative WFG-World Financial Group since 2000 - Senior Marketing Director Diverse Financial Ltd. since 1990 - Bookkeeping Services and Education Intuit - Englewood CO 2011 - 2012 - Support and Sales Consultant (QuickBooks Online) IAI-Investment Advisors International 2007 - Jan 2012 - Investment Advisor Representative Addwest Minerals Inc 1995 - 2000 - Executive Accountant Parfet Estate Inc 1983 - 2000 - Executive Accountant

Education:

Colorado Women's College 1975 - 1979
BA, Business and Economics Manual High School 1970 - 1974
High School Diploma University of Denver
Colorado Women's College is part of the University of Denver

Skills:

401k Rollovers, 529 Plans, Annuities, Fixed Annuities, Retirement Plans, Accounting, Quickbooks, iPhone, Microsoft Office, Excel, Word, Constant Contact, Algebra, PowerPoint, Customer Service, Financial Reporting, Outlook, Accounts Payable, Peachtree, Budgeting, Spreadsheets, Accounts Receivable, IRA's, General Ledger, Long Term Care, Internet Explorer, Billing, Writing, Payroll Processing, Bookkeeping, Disability Insurance, Reconciliation, Retirement Planning, Mutual Funds, Accruals, Payroll, Insurance, 401k, Financial Planning, Investments, Small Business