Oran Sherrer
Tell me more about Oran Sherrer?
Oran Sherrer is a Retirement Relationship Manager at Fidelity Investments with 6 years of experience. He specializes in series 7, series 63, mutual funds, asset allocation, and investment advisory. Oran has worked at TIAA Bank as a Mortgage Consultant and at Fidelity Investments as an Investment Consultant. He is skilled in retirement planning, retirement plan consulting, and employee benefits. Oran is based in the United States and has expertise in Uni combined state law and Microsoft Office.
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Emails and Phone Numbers
About
Retirement Relationship Mgr. at Fidelity Investments
Work Experience
mortgage consultant at churchill mortgage
Financial Services
Oran Sherrer's Professional Milestones
- Mortgage Consultant (2017-10-01~): Delivered effective mortgage recommendations, providing expert guidance on business and budget management.
- Investment Consultant At Fidelity Investments: Providing expert guidance to clients, driving their investment strategies forward.
Skill
Series 7
Series 63
Mutual Funds
Asset Allocation
Investment Advisory
Retirement Planning
Retirement Plan Consulting
401k
Employee Benefits
Investment Strategies
Retirement
Series 65
Uniform Combined State Law
Microsoft Office
Team Building
Certification
Colleagues
Dan Jones
cio at churchill mortgage coo at the churchill agency
Darren Shaffer
Chief Technology Officer
Whitney Blessington
chief marketing officer at churchill mortgage corporation nmls # 1591
Stephanie Hardwick
owner at churchill mortgage
Mike Hardwick
President | Chief Executive Officer
Other Named Oran Sherrer
Frequently asked questions
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Oran Sherrer's social media include: Linkedin,
Oran Sherrer works for Churchill Mortgage Corporation NMLS # 1591
Oran Sherrer's role in Churchill Mortgage Corporation NMLS # 1591 is mortgage consultant at churchill mortgage
Oran Sherrer works in the industry of Financial Services
Oran Sherrer's colleagues are Dan Jones,Darren Shaffer,Whitney Blessington
Oran Sherrer's latest job experience is mortgage consultant at churchill mortgage at Churchill Mortgage Corporation NMLS # 1591