Teague D Purcell

Denver, CO

Financial Services

Cetera Advisor Networks Llc
Supervision Specialist
National Planning Holdings (Nph) Dec 2014 - Mar 2018
Director, Insurance Products, Due Diligence
National Planning Holdings (Nph) Jan 2012 - Dec 2014
Senior Due Diligence Analyst
National Planning Holdings (Nph) Jan 2007 - Dec 2011
Due Diligence Analyst
Jackson Apr 2006 - Dec 2006
Market Research Support Specialist

University of Colorado May 2010
Master of Business Administration, Masters University of Colorado Denver 2006 - 2010
Master of Business Administration, Masters, Finance University of Denver Jun 2005
University of Denver - Daniels College of Business 2001 - 2005
Bachelors, Bachelor of Science In Business Administration, Real Estate, Finance John Cabot University 2004 - 2004
The Gunnery - Mr. Gunn's School 2000 - 2001
Institute of Business and Finance

Investments
Insurance
Mutual Funds
Series 7
Market Research
Due Diligence
Research
Annuities
Fixed Annuities
Equity Indexed Annuities
Variable Annuities
Structured Products
Financial Analysis
Real Estate
Portfolio Management
Small Cap
International Investment
Finance
Asset Allocation
Alternative Investments
Financial Services
Equities
Wealth Management
Securities
Asset Management
Retirement Planning
Financial Advisory
Investment Advisory
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Qualitative Research
Management Due Diligence
Series 24
General Securities Principal
Suitability Analysis
Indexed Annuities
Securities Regulation
Investment Strategies
Risk Management
Finra
Supervisory Skills
Financial Planning
Series 66

Series 7
Series 24
Fellow, Life Management Institute (Flmi)
Series 66
Certified Fund Specialist® (Cfs®)
Certified Annuity Specialist® (Cas®)