Barbara Richley

Barbara Richley Email and Phone Number

Client Associate at Triad Financial Advisors, Inc. @ Triad Financial Advisors, Inc
greensboro, north carolina, united states
Barbara Richley's Location
Greensboro, North Carolina, United States, United States
Barbara Richley's Contact Details

Barbara Richley personal email

n/a
About Barbara Richley

Barbara Richley is a Client Associate at Triad Financial Advisors, Inc. at Triad Financial Advisors, Inc.

Barbara Richley's Current Company Details
Triad Financial Advisors, Inc

Triad Financial Advisors, Inc

View
Client Associate at Triad Financial Advisors, Inc.
greensboro, north carolina, united states
Website:
triadfa.com
Employees:
18
Barbara Richley Work Experience Details
  • Triad Financial Advisors, Inc
    Client Associate
    Triad Financial Advisors, Inc Sep 2009 - Present
    Greensboro/Winston-Salem, North Carolina Area
    View
  • Aflac
    Sales Associate
    Aflac Aug 2008 - Sep 2009
    Develop and maintain client base through prospecting, predominantly to small business owners and their employees.Present supplemental insurance products and their benefits. Conduct enrollments. Service and maintain existing accounts; aid with claims and invoices.
    View
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jan 2007 - Jul 2008
    Responsible for independently developing client base through marketing and prospecting. Conduct needs assessments with personal clients, as well as small business owners.Analyze needs and present appropriate recommendations to help clients reach their perceived and unperceived financial goals; including wealth accumulation, risk protection, retirement strategies, estate protection, and long term care needs. Implement strategies through the use of various investment and insurance products.Maintain effective review and service procedures with clients.
  • Wachovia Bank
    Licensed Financial Specialist
    Wachovia Bank Jan 1997 - Jan 2007
    Responsible for developing and building relationships with clients to help the reach financial goals and optimize revenue potential for the bank, through thorough needs assessments.Involved in problem resolution, contacting current and potential client to ensure their financial needs are being met. Responsible for full-scale sales and marketing of deposit accounts, loans, mutual funds, and annuities to both personal and small business clients.Educate clients with regard to alternative banking methods.Open and service a wide range of accounts: checking, savings, money market, brokerage, etc.
    View
  • Wachovia Bank
    Teller Supervisor
    Wachovia Bank Jan 1983 - Jan 1997
    Accountable for daily administration of all tellers to assure responsibilities were carried out appropriately- customer service, processing transactions, marketing account services. Performed employee evaluations and administered discipline as necessary.
    View
  • Peoples Security Bank
    Head Teller/ Customer Service
    Peoples Security Bank Jan 1978 - Jan 1983

Barbara Richley Education Details

  • University Of Maryland College Park
    University Of Maryland College Park
    Dietetics
  • University Of Maryland, College
    University Of Maryland, College
    Dietetics

Frequently Asked Questions about Barbara Richley

What company does Barbara Richley work for?

Barbara Richley works for Triad Financial Advisors, Inc

What is Barbara Richley's role at the current company?

Barbara Richley's current role is Client Associate at Triad Financial Advisors, Inc..

What is Barbara Richley's email address?

Barbara Richley's email address is ba****@****ors.com

What schools did Barbara Richley attend?

Barbara Richley attended University Of Maryland College Park, University Of Maryland, College.

Who are Barbara Richley's colleagues?

Barbara Richley's colleagues are Kaitlyn Lingard, Cfpⓡ, Kyndall Beane, Linda Willard, Laura Harkey.

Not the Barbara Richley you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.