Anna Portal

Anna Portal Email and Phone Number

Financial Representative at Consolidated Planning @ Consolidated Planning, Inc.
united states
Anna Portal's Location
Charlotte, North Carolina, United States, United States
About Anna Portal

Anna Portal is a Financial Representative at Consolidated Planning at Consolidated Planning, Inc.. They is proficient in Spanish. Colleagues describe them as "Anna is a natural leader. She establishes high goals and her personality and enthusiasm inspires others to want to achieve the same goals. Anna is truly an outstanding young business woman." and "Anna is without a doubt one of the most self-motivated individuals I have had the pelasure of working with during my time at Wake Forest University. She is extremely efficient and productive and always has a wonderful attitude about her work."

Anna Portal's Current Company Details
Consolidated Planning, Inc.

Consolidated Planning, Inc.

View
Financial Representative at Consolidated Planning
united states
Website:
cplanning.com
Employees:
195
Anna Portal Work Experience Details
  • Consolidated Planning, Inc.
    Financial Representative
    Consolidated Planning, Inc. Oct 2023 - Present
    Charlotte, North Carolina, United States
  • Wells Fargo Securities
    Vice President, Strategy Consultant
    Wells Fargo Securities Jun 2015 - Oct 2017
    Charlotte, North Carolina
  • Wells Fargo Securities
    Vice President, Compliance Consultant
    Wells Fargo Securities May 2012 - Jun 2015
    Charlotte, North Carolina
  • Wells Fargo Securities
    Assistant Vice President, Compliance Consultant
    Wells Fargo Securities May 2012 - Dec 2013
    Charlotte, North Carolina
  • Wake Forest University
    Msa Alumni Council President
    Wake Forest University May 2009 - Dec 2012
  • Wake Forest University
    Student Assistant To Msa Director
    Wake Forest University Sep 2008 - Aug 2009
  • Green Sign Consulting
    Consultant
    Green Sign Consulting Nov 2011 - Apr 2012
    Charlotte, North Carolina Area
  • Ally Financial Inc.
    Treasury & Capital Markets Ia Associate
    Ally Financial Inc. Aug 2010 - Sep 2011
    Charlotte, Nc
  • Pwc
    Financial Services Assurance Associate
    Pwc Aug 2009 - Aug 2010
  • The Bank Of New York
    Risk Policy Summer Analyst
    The Bank Of New York May 2007 - Aug 2007

Anna Portal Education Details

Frequently Asked Questions about Anna Portal

What company does Anna Portal work for?

Anna Portal works for Consolidated Planning, Inc.

What is Anna Portal's role at the current company?

Anna Portal's current role is Financial Representative at Consolidated Planning.

What schools did Anna Portal attend?

Anna Portal attended Wake Forest University, Wake Forest University, Saint Louis University, Madrid Campus, Fairfield High School.

Who are Anna Portal's colleagues?

Anna Portal's colleagues are Waylon Lewis, Karl Denney, Colleen Obrien, Lang Macbain, Tony Montini, Benjamin Janse, Viral Chokshi.

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