Francis Friend

Francis Friend Email and Phone Number

Helping clients achieve financial success @ Lake Ridge Financial
Francis Friend's Location
United States, United States
Francis Friend's Contact Details
About Francis Friend

My mission is to help you pursue your financial goals and maintain your financial independence.You set the goals. We make the plan. I strive to make it happen.I'm a financial advisor with a background in insurance and small business. I'm skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term Care Insurance. He is backed by the team at Legacy Advisor Network. Building wealth is a partnership. His focus is each client’s best interest.Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Legacy Advisor Network, Ltd. and Securities America are separate entities.

Francis Friend's Current Company Details
Lake Ridge Financial

Lake Ridge Financial

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Helping clients achieve financial success
Francis Friend Work Experience Details
  • Lake Ridge Financial
    Associate Advosr
    Lake Ridge Financial Apr 2023 - Present
    Verona, Wisconsin, United States
    Partnering with clients to set and reach financial goals, reducing stress and worry about the future. I listen. I make recommendations based on your values and in your best interest. Financial planning, investment advice, wealth management, asset protection. Let's talk.
    View
  • Legacy Advisor Network
    Financial Advisor
    Legacy Advisor Network Feb 2022 - Apr 2023
    Madison, Wisconsin, United States
    View
  • Cider House Of Wisconsin
    Small Business Owner
    Cider House Of Wisconsin Aug 2018 - Apr 2020
    Madison, Wisconsin Area
  • Wps Health Insurance
    Assistant Manager Sales Operations
    Wps Health Insurance Aug 2008 - Jul 2018
    Madison, Wisconsin Area
    View
  • Events International Llc
    Consultant
    Events International Llc Jul 2013 - Sep 2016
  • Intervarsity Christian Fellowship/Usa
    Operations Manager
    Intervarsity Christian Fellowship/Usa Jan 2003 - Aug 2008
    Madison, Wisconsin Area
    View
  • Griffin Agency
    Insurance Agent & It Manager
    Griffin Agency Jan 1999 - Dec 2002
    Greater Pittsburgh Area
    View
  • Nigeria Fellowship Of Evangelical Students
    Computer Systems Administrator
    Nigeria Fellowship Of Evangelical Students Apr 1995 - Jul 1998
    Nigeria

Francis Friend Skills

Training Strategic Planning Project Management Leadership Management Program Management Analysis Process Improvement Budgets Customer Service Microsoft Office Public Speaking Contract Negotiation Operations Management Team Building Sales Data Analysis Nonprofits Crm Research Recruiting Microsoft Excel Saleslogix Insurance Consulting Customer Relationship Management Business Process Improvement Nonprofit Organizations Vendor Management Citrix Xendesktop Microsoft Word Microsoft Outlook Event Planning Cross Functional Team Leadership Sales Operations

Francis Friend Education Details

Frequently Asked Questions about Francis Friend

What company does Francis Friend work for?

Francis Friend works for Lake Ridge Financial

What is Francis Friend's role at the current company?

Francis Friend's current role is Helping clients achieve financial success.

What is Francis Friend's email address?

Francis Friend's email address is fr****@****ork.com

What is Francis Friend's direct phone number?

Francis Friend's direct phone number is +172471*****

What schools did Francis Friend attend?

Francis Friend attended Thunderbird School Of Global Management, Lehigh University.

What are some of Francis Friend's interests?

Francis Friend has interest in Disaster And Humanitarian Relief.

What skills is Francis Friend known for?

Francis Friend has skills like Training, Strategic Planning, Project Management, Leadership, Management, Program Management, Analysis, Process Improvement, Budgets, Customer Service, Microsoft Office, Public Speaking.

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