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Aggie Doyle
Retired at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">First Federal Credit Union</span>
Retirement planning expert with 18 years of experience in investment advisory and wealth management.
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Location
Cedar Rapids, Iowa, United States, US
Skills
- Retirement Planning
- Retirement
- Wealth
- Investment Advisory
- Investments
- Show all
Bio
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Topline AI
Aggie Doyle is a seasoned retirement planning expert with 18 years of experience at First Federal Credit Union, where she has developed a wealth of knowledge in investment advisory, investments, equities, pensions, mortgage lending, and fixed annuities.
As a retired bookkeeper, Aggie brings a unique perspective to her work, having previously worked with clients to manage their debt and balance their accounts.
Aggie holds a degree in Registered Nursing/Registered Nurse from Mercy School of Nursing and has additional training in credit union classes at Kirkwood.
Experience
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Retired
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Aug 2005 - Present
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Consumer Credit Counseling
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SGA Bldg, Down Town Cedar Rapids, IA 52401
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Bookkeeper
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May 1979 - Dec 1981
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SGA Bldg, Down Town Cedar Rapids, IA 52401
I worked with Dee Baker, a Financial Counselor who set clients up for debt management. I receipted all monies from clients and then paid their bills.I dispensed needed cash to clients. I balanced all accounts and made all deposits.
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Education
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1962 - 1964Mercy, School of Nursing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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