Insight Financial/Northwestern Mutual
Associate Financial Representative
Lawson Winchester Wealth Management Jan 2016 - May 2017
Client Service Associate and Adminustrative Assistant
Cartwright Hitching & Frazier Private Wealth Management Jan 1, 2013 - Jan 1, 2015
Client Service Representative and Administrative Assitant
Regions Bank Sep 1, 2008 - Jan 1, 2013
Financial Service Representative and Branch Operational Representative
Pioneer Design & Construction Managment Jan 1, 1997 - Sep 1, 2008
Vice President and Office Manager
Education:
Columbia Southern University 2015 - 2017
Bachelors, Business Administration, Finance
Queensborough Community College 1995 - 1997
Skills:
Finance Customer Service Financial Services Management Financial Analysis Loans Banking Risk Management Relationship Management Sales Retirement Planning Notary Public Wealth Management Commercial Banking Credit Analysis Portfolio Management Paraplanning Leadership Credit Investments Mutual Funds Microsoft Office Microsoft Excel Team Building
Interests:
Children Education
Certifications:
The State of Tennessee Notary Public Notary Public License 611664
Sep 2008 to Present Financial Service Specialist, Branch Operational RepresentativePionee Design & Construction Mgmt New York, NY Jan 1997 to Sep 2008 Vice President, Office Manager, AccountantChemical Bank AKA Manufactures Hanover New York, NY Sep 1990 to Jan 1997 Administrative Assistant-Middle MarketJamaica Savings Bank Lynbrook, NY 1986 to 1990 Teller/Customer Service Representative-Branch
Education:
Queensbough Community College Queens, NY 1995 to 1997 Associate of Arts
Youtube
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Terry Weathers
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Carl Weathers family (ex-wife)
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