Holly Curtis Email and Phone Number
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Holly Curtis personal email
Holly Curtis phone numbers
By nature, I am a planner. I strategize, organize, and analyze. I have more than 15-years of experience in financial services and have seized every opportunity to learn and grow. I have a proven record of success within multiple roles and have been recognized for my work ethic and integrity. I am a self-motivated leader and collaborator who strives for excellence in all that I do.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.Agent of Consolidated Planning, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Consolidated Planning, Inc.
View- Website:
- cplanning.com
- Employees:
- 262
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Onboarding And Development Team LeadConsolidated Planning, Inc.Charlotte, Nc, Us
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Advisor Performance Group/ Onboarding & Development Team LeadConsolidated Planning, Inc. Mar 2024 - PresentCharlotte, North Carolina, United StatesNC Life, Accident, Health Insurance LicensedFINRA Series 7, 63, 65Registered Representative and Financial Advisor of Park Avenue Securities.
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Financial StrategistConsolidated Planning, Inc. Dec 2021 - Mar 2024Charlotte, North Carolina, United StatesSeries 7, Series 63, Series 66NC Life & Health Insurance Licensed
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Director Of Service And TrainingIndependent Advisor Alliance Aug 2021 - Sep 2021Charlotte, North Carolina, United StatesSeries 7, Series 63 -
Director Of Training And AdvocacyIndependent Advisor Alliance Mar 2020 - Aug 2021Charlotte, North Carolina, United StatesDevelopment and implementation of training program, advisor advocacy, and transition repapering management. Event sponsor relationship management and conference chairperson. Series 7, Series 63
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Director Of CommunicationsIndependent Advisor Alliance Aug 2016 - Mar 2020Charlotte, North Carolina, United StatesInternal communications and marketing, website development and maintenance, event planning and management, onboarding assistance and IAA establishment. Series 7, Series 63
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Transition ManagerIndependent Advisor Alliance Sep 2015 - Aug 2016Charlotte, North Carolina, United StatesTransition management, support, training, client repapering, process development Series 7, Series 63
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Lpl Registered AssociateIndependent Advisor Alliance Oct 2014 - Sep 2015Charlotte, North Carolina, United StatesLPL Registered assistant to CEO, 401k plan support, investment client service Series 7, Series 63
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Relationship ManagerBlackbridge Financial Oct 2014 - Mar 2020Charlotte, North Carolina AreaProvide back-office support to IAA advisors using Blackbridge Financial as a DBA name. Develop content for and maintain the Blackbridge Financial website, brand management, marketing, and events.Series 7, Series 63 -
Lpl Registered Administrative AssociateHaylor, Freyer & Coon Financial Services Oct 2007 - Oct 2014Syracuse, NySeries 7, Series 63NYS Life, Health, Accident insurance licensed -
Manager Of Program ServicesMake-A-Wish Central New York Jan 2003 - Oct 2006Syracuse, Ny
Holly Curtis Education Details
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Nutrition Science & Dietetics
Frequently Asked Questions about Holly Curtis
What company does Holly Curtis work for?
Holly Curtis works for Consolidated Planning, Inc.
What is Holly Curtis's role at the current company?
Holly Curtis's current role is Onboarding and Development Team Lead.
What is Holly Curtis's email address?
Holly Curtis's email address is hc****@****nce.com
What is Holly Curtis's direct phone number?
Holly Curtis's direct phone number is +131050*****
What schools did Holly Curtis attend?
Holly Curtis attended Syracuse University.
What are some of Holly Curtis's interests?
Holly Curtis has interest in Winery Tours, Outdoor Adventure, Photography, Nutrition And Fitness, Philanthropy, Gardening And Nature.
Who are Holly Curtis's colleagues?
Holly Curtis's colleagues are Greg Current, Judy Markowitz, Mike Clu, M. Colby Carr, Ariel Lee, Loretta Fishking, Judy Markowitz.
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Holly Curtis
Assistant Provost For Corporate Relations At Fordham UniversityNew York City Metropolitan Area4ascendcharterschools.org, fordham.edu, nyu.edu, stern.nyu.edu2 +121267XXXXX
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Holly Curtis
Nashville, Tn2mmlpr.com, blendedstrategy.com2 +194942XXXXX
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2comcast.net, gm.com -
Holly Curtis
Reviving Brands & Developing Marketing Leaders Of Tomorrow - Brand Consolidation | Brand Expansion | Brand Revival | Marketing Leader DevelopmentGreater Phoenix Area2hollysticmarketing.com, gmail.com3 +171498XXXXX
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2thepeopleperspective.com, lakecapital.com1 (312) 6XXXXXXX
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