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JL
Joseph Lachky
Client Relations Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Axa Us</span>
Financial professional with 22 years of experience in client relations management and financial planning.
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Location
Overland Park, Kansas, United States, US
Skills
- Insurance
- Retirement Planning
- Financial Planning
- Strategic Planning
- Life Insurance
- Show all
Bio
Generated by
Topline AI
Joseph Lachky is a seasoned financial professional with 22 years of experience in client relations management, retail management, and financial planning. He holds a Bachelor's degree in Economics from the University of Illinois Urbana-Champaign and is a licensed financial professional with FINRA Series 7 & 66 certification.
Credentials
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FINRA Series 7 & 66
FINRA
Experience
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Client Relations Manager
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Client Relations Manager
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2002 - Present
Client Relations Manager for AXA - Advisors - A world wide Financial Services Provider. At AXA Advisors, we focus on offering our clients a comprehensive approach to planning for the future. We believe that every client deserves a financial strategy that is customized to address his or her uniqu...
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Store / District / Regional / National Management
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1972 - 2002
30 years in various retail management positons
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Education
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1968 - 1972University of Illinois Urbana-Champaign
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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