Amy Peeples Email and Phone Number
Amy Peeples work email
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Amy Peeples personal email
Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Safe Financial Services
View- Website:
- safecu.org/wealth-management
- Employees:
- 3
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Operations ManagerSafe Financial Services Oct 2021 - PresentResponsible for establishing, maintaining, and managing operations for the investment team; works closely with the Vice President of Wealth Management and Sales Manager to maintain compliance functions as they relate to the personnel of the investment program. Oversees financial assistants; responsible for ongoing training, annual reviews, and implementation of new or revised processing procedures. Manages all required ongoing credit union regulatory requirements for SAFE Financial Services (SFS) employees; serves as department’s Marketing Coordinator. Responsible for providing oversight to registered support staff, as well as non-registered staff.
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Field Support ManagerWells Fargo Advisors Feb 2008 - Sep 2021Roseville, California, United StatesManage and oversee daily operations for 30 branch offices located in California and Northern Nevada with total revenue generation in upwards of $330 million. Direct Supervision of 15 team members (9 Assistant Field Support Managers and 6 Field Support Specialists), indirectly manage approximately 160 Registered and non-registered Client Associates. Primary point of contact for operational inquiries and escalations from home office, division and all branches within my support center. Assist with recruiting, hiring and training all branch and support center roles (Branch Managers, FA recruits, Client Associates and support center personnel). Performance Management - provide focus and clarity in establishing goals , driving performance and supporting career development and rewarding strong performance including making decisions on compensation and promotions. Proactive focus on minimizing risk. Ensure all policies and procedures are adhered to resulting in the highest level of service being provided to clients. Identify inefficiencies and implement operational processing improvements. Primary source for disseminating and educating employees on policy and procedure. Creation and implementation of a recognition program and newsletter for the support center. -
Administrative Complex ManagerRbc Dain Rauscher (Formerly Sutro & Co.) Jul 1996 - Feb 2008Roseville, California, United StatesResponsible for oversight of daily operational functions and management of all the support staff in the six branches of the complex including the Operations Manager, Branch Service Managers, Client Associates and Operations Associates. Performed all aspects of staffing including interviewing, hiring and termination as well as all aspects of recruiting Financial Advisors and trainees. Conducted performance and compensation reviews. Monitored performance and took appropriate action to correct and/or resolve performance and/or disciplinary issues. Effectively communicated policy and procedural changes and other issues that impacted the staff's ability t o perform their job. Supervised Operational staff to ensure all operational functions were performed timely and accurately. Maintained a working knowledge and actively monitored compliance with all required firm and FINRA policies. Assist the Complex Director with budget and expense control including approval of invoice payments.
Amy Peeples Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Amy Peeples
What company does Amy Peeples work for?
Amy Peeples works for Safe Financial Services
What is Amy Peeples's role at the current company?
Amy Peeples's current role is Operations Manager at SAFE Financial Services.
What is Amy Peeples's email address?
Amy Peeples's email address is am****@****ecu.org
What schools did Amy Peeples attend?
Amy Peeples attended Sacramento State College Of Business Administration.
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Amy Peeples
Retired Deputy Director For Management, Operations, Communications And Policy At National Center For Injury Prevention And Control, Centers For Disease Control And PreventionHayesville, Nc1cdc.gov
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