Ronnie Botros

Financial Advisor

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Location:

Durham, NC

Industry:

Financial Services

Work:

Principal Financial Group since 2011
Financial Representative
New England Financial - Raleigh-Durham, North Carolina Area 2009 - 2011
Financial Representative
Beach First National Bank - Raleigh-Durham, North Carolina Area 2005 - 2009
Mortgage Loan Officer

Education:

Campbell University 2005 - 2007
Master of Business Administration, Finance East Carolina University 2001 - 2004
Bachelors of Arts, Political Science & Business Administration

Skills:

Retirement Planning
Investments
Estate Planning
Insurance
Disability Insurance
Employee Benefits
401K
Small Business
Asset Allocation
Microsoft Office
Series 6
New Business Development
Sales Management
401K Rollovers
Cash Flow
Roth Ira
Buy Sell Agreements
Portfolio Management
Asset Management
Wealth Management
Business Planning
Series 63
Mutual Funds
Team Building
Negotiation
Project Management
Profit Sharing
Strategic Planning
Creative Problem Solving
Tactical Asset Allocation
Client Relationship Building
Ira's
Annuities
Life Insurance Analysis
Trust
Budget Analysis
Sep
Financial Planning
Long Term Care
Customer Relations
Compliance
Non Profits
Problem Solving
Charitable Giving
Education Savings
Financial Advisory
Finance
Mortgage Lending
Banking
Living Wil

Interests:

Social Services
Children
Fish
Backpacking
Economic Empowerment
Traveling
Politics
Education
Camping
Human Rights
Golf
Arts and Culture

Languages:

Arabic

Certifications:

Investment Company Products/Variable Contracts Representative Examination Series 6
Uniform Securities Agent State Law Examination Series 63
Uniform Investment Adviser Law Examination Series 65

Ronnie Botros Raleigh, NC

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Work:

PRINCIPAL FINANCIAL GROUP
Raleigh, NC
2011 to 2011
FINANCIAL REPRESTATIVE NEW ENGLAND FINANCIAL
Raleigh, NC
2009 to 2011
FINANCIAL REPRESENTATIVE BEACH FIRST NATIONAL BANK
Raleigh, NC
2005 to 2009
MORTGAGE LOAN OFFICER

Education:

CAMPBELL UNIVERSITY
Buies Creek, NC
May 2007
MBA in Finance EAST CAROLINA UNIVERSITY
Greenville, NC
Dec 2004
BA in Political Science

Skills:

Licensure: Series 6, 63, Life, Accident & Health