Company Owner
CurrentLaunching January 2024. I help women successfully navigate their financial life during times of transition and uncertainty.
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Christel Turkiewicz, Crpc®, Cdfa® is listed as Owner, The Time To Flourish (TTTF, LLC) at The Time To Flourish (TTTF LLC), based in Mooresville, North Carolina, United States. AeroLeads shows a work email signal at nwic.net and a matched LinkedIn profile for Christel Turkiewicz, Crpc®, Cdfa®.
Christel Turkiewicz, Crpc®, Cdfa® previously worked as Company Owner at The Time To Flourish (Tttf Llc) and Principal, Wealth Manager at Northwest Investment Counselors, Llc. Christel Turkiewicz, Crpc®, Cdfa® holds Mba, Finance from University Of Oregon - Charles H. Lundquist College Of Business.
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With over 25 years of experience in the financial services industry I have come to believe that knowledge is power. Helping women understand and meet their financial goals during times of transition and uncertainty is my passion. Be that pre or post divorce or after the loss of a loved one. I am here to be your accountability partner and your coach to make sure you are setting yourself up for a successful future financial life.
Listed skills include Investments, Business Development, Financial Analysis, Finance, and 11 others.
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Launching January 2024. I help women successfully navigate their financial life during times of transition and uncertainty.
I meet with prospects and current clients to address their financial goals and desires and help them structure a portfolio that is unique to their needs. I also give presentations to groups on basic investing principles and terminology. Part of my job requires me to build strategic relationships with other financial professionals so I can refer our clients.
Provided financial education to 401(k) plan participants
Managed individual and trust accounts with sole responsibility of purchasing fixed income securities to meet investment guidelines as well as keeping equity positions in compliance. Prior to being a portfolio manager I worked in business development in the 401(k) sector as well as conducted over 100 401(k) employee enrollment meetings.
San Francisco Bay Area
Assisted on all aspects of IPOs and Secondary offerings including setting up roadshows.
San Francisco Bay Area
Coordinated all business travel, correspondence, and reviewed weekly sales data.
Washington D.C. Metro Area
Worked on commemorative legislation, constituent correspondence, and monitored the Senate floor for voting activity.
Activities and Societies: Beta Gamma SigmaReceived Chiles Scholarship to assist finance professor in corporate governance research.
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Christel Turkiewicz, Crpc®, Cdfa® works for The Time To Flourish (TTTF LLC).
Christel Turkiewicz, Crpc®, Cdfa® is listed as Owner, The Time To Flourish (TTTF, LLC) at The Time To Flourish (TTTF LLC).
AeroLeads has found 1 work email signal at @nwic.net for Christel Turkiewicz, Crpc®, Cdfa® at The Time To Flourish (TTTF LLC).
Christel Turkiewicz, Crpc®, Cdfa® is based in Mooresville, North Carolina, United States while working with The Time To Flourish (TTTF LLC).
Christel Turkiewicz, Crpc®, Cdfa® has worked for The Time To Flourish (Tttf Llc), Northwest Investment Counselors, Llc, Investment Education Services, Cci, Inc., and Pacific Growth Equities.
You can use AeroLeads to view verified contact signals for Christel Turkiewicz, Crpc®, Cdfa® at The Time To Flourish (TTTF LLC), including work email, phone, and LinkedIn data when available.
Christel Turkiewicz, Crpc®, Cdfa® holds Mba, Finance from University Of Oregon - Charles H. Lundquist College Of Business.
Christel Turkiewicz, Crpc®, Cdfa® is listed with skills including Investments, Business Development, Financial Analysis, Finance, Equities, Corporate Finance, Sales, and Business Planning.
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