Holland Erwin
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Holland Erwin Email & Phone Number

Associate Service Consultant at LPL Financial at LPL Financial
Location: Charlotte, North Carolina, United States 5 work roles 1 school
1 work email found @ncsecu.org LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@ncsecu.org
LinkedIn Profile matched
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Current company
Role
Associate Service Consultant at LPL Financial
Location
Charlotte, North Carolina, United States
Company size

Who is Holland Erwin? Overview

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Quick answer

Holland Erwin is listed as Associate Service Consultant at LPL Financial at LPL Financial, a company with 7900 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ncsecu.org and a matched LinkedIn profile for Holland Erwin.

Holland Erwin previously worked as Associate Service Consultant at Lpl Financial and Financial Services Representative at Secu. Holland Erwin holds Bachelor Of Science In Business Administration, Finance And Banking from Walker College Of Business At Appalachian State University.

Company email context

Email format at LPL Financial

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{first}.{last}@ncsecu.org
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AeroLeads found 1 current-domain work email signal for Holland Erwin. Compare company email patterns before reaching out.

Profile bio

About Holland Erwin

I am currently working at LPL Financial. I am a diligent worker and I have outstanding communication skills. I have a driven personality, I am able to operate smoothly and efficiently within a group, and I have the ability to solve problems. I am currently seeking opportunities in the financial service industry.

Listed skills include Customer Service and Leadership.

Current workplace

Holland Erwin's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Associate Service Consultant at LPL Financial
san diego, california, united states
Website
Employees
7900
AeroLeads page
5 roles

Holland Erwin work experience

A career timeline built from the work history available for this profile.

Associate Service Consultant

Current

Fort Mill, South Carolina, United States

  • Handled inbound client calls, client outreach, and scheduled appointments.
  • Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.
  • Complete special projects and tasks as assigned by my Manager or Senior Leaders.
  • Kept client management systems up to date with client information using internal systems such as BETA and ClientWorks.
  • Displayed strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply.
  • Managed account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance.
Dec 2022 - Present

Financial Services Representative

Current

Charlotte, North Carolina, United States

  • Lead customer success by opening new accounts, updating current accounts, and closing accounts, including checking, savings, and cash point global accounts.
  • Provide customers with daily account-related requests such as:Funds transfer and availability, stop payments, bank deposit products and service charges, checking and savings account transactions, credit union interest.
  • Execute all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs.
  • Provide quality customer service and support to customers on a daily basis, including phone interaction, problem resolution, and account transaction processing in a timely manner.
  • Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
May 2021 - Present

Server & Host

The Pedalinpig Bbq Restaurant

Boone, NC

  • Greeted guests, answered questions, created and maintained a balanced and effective seating arrangement, and seated guests.
  • Observed diners to anticipate any additional needs and respond to requests.
  • Maintained a strong presence on the floor and closely coordinated opening and closing procedures.
  • Recommend food & beverages to guests & consistently achieved top sales and high check averages by spending time and attention with each guest.
  • Performed up-selling by directing guests to meal add-ons and specialty drinks of perceived value to increase sales.
  • Employee of the month for June 2019
Oct 2018 - Mar 2020

Food Server

Morganton, North Carolina

  • Interacted with at least 60 guests per evening and answered questions about the menu.
  • Effectively communicated with kitchen staff regarding allergies, dietary needs, and requests
  • Served drinks and food in a quick time frame
  • Regularly checked up on guests to ensure satisfaction in between each food course and beverages
  • Anticipated the guest's needs and addressed them promptly
  • Regularly wiped down all tables and condiments in between guests and kept the area trash free
May 2017 - Oct 2018

Lifeguard

The City Of Morgan

Morgantown, NC

  • Created a safe and enjoyable recreational environment for up to 120 children daily.
  • Instructed and motivated children ages 4-10 in swimming safety and stroke education.
  • Performed rescues in the event of drowning or swimming accidents
May 2015 - Jan 2017
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

1 education record

Holland Erwin education

FAQ

Frequently asked questions about Holland Erwin

Quick answers generated from the profile data available on this page.

What company does Holland Erwin work for?

Holland Erwin works for LPL Financial.

What is Holland Erwin's role at LPL Financial?

Holland Erwin is listed as Associate Service Consultant at LPL Financial at LPL Financial.

What is Holland Erwin's email address?

AeroLeads has found 1 work email signal at @ncsecu.org for Holland Erwin at LPL Financial.

Where is Holland Erwin based?

Holland Erwin is based in Charlotte, North Carolina, United States while working with LPL Financial.

What companies has Holland Erwin worked for?

Holland Erwin has worked for Lpl Financial, Secu, The Pedalinpig Bbq Restaurant, Judges Riverside Restaurant, and The City Of Morgan.

Who are Holland Erwin's colleagues at LPL Financial?

Holland Erwin's colleagues at LPL Financial include David Urich, Nina Brawer, Daniel Barajas, Timothy Ryan Ashmore, and Deborah Alix.

How can I contact Holland Erwin?

You can use AeroLeads to view verified contact signals for Holland Erwin at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Holland Erwin attend?

Holland Erwin holds Bachelor Of Science In Business Administration, Finance And Banking from Walker College Of Business At Appalachian State University.

What skills is Holland Erwin known for?

Holland Erwin is listed with skills including Customer Service and Leadership.

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