Annette J. White Email and Phone Number
Annette J. White work email
- Valid
Annette J. White personal email
I currently serve as the Director of Operations for Advanced Wealth Advisors. I am the main point of contact for any financial service needs. I strive to help our clients effectively and efficiently, and always in a timely manner. Building relationships with our clients is of utmost importance to me. I am genuinely passionate about helping our clients and confident in addressing their financial needs. I bring fifteen years of diverse service and administrative experience to my role at Advanced Wealth Advisors. I believe firmly that integrity is a cornerstone in any business interaction.
Advanced Wealth Advisors
View- Website:
- awadvisors.com
- Employees:
- 2
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Director Of OperationsAdvanced Wealth Advisors Oct 2019 - PresentNaples, Florida Area
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Client ConciergeAdvanced Wealth Advisors Sep 2018 - Oct 2019Naples, Florida Area
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ConciergeCalusa Harbour Jul 2018 - Sep 2018Fort Myers, Florida AreaFirst point of contact to guests, assist residents, families and vendor with needs, administrative support, answer phone and radio communication. -
Transitional Mortgage Loan OriginatorHome America Lending Corp. Nmls# 8115 Jan 2018 - Mar 2018Naples, Florida AreaTraining to become a Mortgage Loan Originator.
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Executive Assistant And Customer AssistantPrestige Telecom Sep 2017 - Jan 2018Cape Coral, FlAssisting the CEO with administrative tasks, client relations, businessDevelopment and accounting with QuickBooks.
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Administrative AssistantRockford Construction Apr 2017 - Jul 2017Estero, FlAssisted the Project Executive and Estimator with research of projects and worked closely with the Project Manager with the active project's daily needs. Proficient in Microsoft Office and scheduled extensive meetings and travel. -
Administrative AssistantMiromar Outlets Sep 2012 - Mar 2017Estero, FlResponsibilities include but not limited to: administrative assistance to the Vice President and other key departments; respond to inquiries, accounting, Motorcoach Coordinator, tenant relations and customer service.
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Assistant Funeral CoordinatorAnderson-Patterson Cremation & Funeral Services Mar 2010 - Mar 2012Fort Myers, Florida AreaResponsibilities: Client relations, event planning, funeral planning, and preparations, and associated office procedures.
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Executive AssistantPrestige Telecom Nov 2008 - Apr 2010Cape Coral, FlResponsibilities: Assistant to the CEO, client relations, business management.
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Clinic AssistantThree Oaks Middle School Aug 2006 - Jun 2007Fort Myers, Florida AreaResponsibilities: First aid, Health Management (monitor medical and emergency care)
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Stay At Home MotherStay At Home Mother Jan 1995 - Jul 2006
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Administrative AssistantBlodgett Memorial Medical Center Jan 1989 - Dec 1994Greater Grand Rapids, Michigan AreaResponsibilities: Provided research and administrative support for projects to the Vice President of Corporate Development and staff of five people.
Frequently Asked Questions about Annette J. White
What company does Annette J. White work for?
Annette J. White works for Advanced Wealth Advisors
What is Annette J. White's role at the current company?
Annette J. White's current role is Director of Operations at Advanced Wealth Advisors.
What is Annette J. White's email address?
Annette J. White's email address is aw****@****ors.com
Who are Annette J. White's colleagues?
Annette J. White's colleagues are Soren T. Christensen, Cfp®, Cima®, Chfc®, Mba.
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