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Courtney Elfers

from Union, KY
Age ~40
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Also known as:
Courtney Paige Terlau, Courtney P Terlau
Related to:
Mark James Schlueter, 50John J Terlau, 47Judith A Terlau, 75Cristy Terlau, 41Shannon J Kopser, 47John W Terlau, 77Brian T Schlueter, 53Brian D Shea, 54
Connected to:
Devin Elfers, 32Jason A Elfers, 43Jon T Elfers, 70Ray D Elfers, 46Samantha L Elfers, 54Becky E Elfert, 45Jennifer I Elfert, 48Tammy J Elfert, 49Cheryl F Elff, 68Travis Elfgren, 43

Courtney Elfers Phones & Addresses

  • Union, KY
  • Cincinnati, OH
  • Elsmere, KY
  • Walton, KY
  • Highland Heights, KY

Work

Company: Fidelity investments Oct 2017 Position: Senior communications project manager

Education

Degree: Master of Business Administration, Masters School / High School: Xavier University 2009 to 2011

Skills

Retirement Planning • 401K • Strategic Financial Planning • 401K Rollovers • 403 B • Personal Finance • Sales • Series 63 • Series 7 • Mutual Funds • Retirement • Investments • Uniform Combined State Law • Securities • Series 6 • Wealth Management

Industries

Financial Services

Resumes

Resumes

Courtney Elfers Photo 1

Senior Communications Project Manager

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Location:
Cincinnati, OH
Industry:
Financial Services
Work:
Fidelity Investments
Senior Communications Project Manager
Fidelity Investments Nov 2015 - Oct 2017
Regional Retirement Consultant
Fidelity Investments Oct 2014 - Oct 2015
Regional Sales Consultant
Fidelity Investments Apr 2012 - Oct 2014
Planning and Guidance Consultant
Fidelity Investments Apr 2011 - Apr 2012
Dedicated Investment Education Consultant
Education:
Xavier University 2009 - 2011
Master of Business Administration, Masters
Skills:
Retirement Planning
401K
Strategic Financial Planning
401K Rollovers
403 B
Personal Finance
Sales
Series 63
Series 7
Mutual Funds
Retirement
Investments
Uniform Combined State Law
Securities
Series 6
Wealth Management
Control profile
Courtney Elfers from Union, KY, age ~40 Get Report