I joined the financial world in 2005 when accepting a Financial Sales Assistant role with a small bank, First Charter, who soon was acquired by Fifth Third Bank. After 2 years in this role, I was asked to follow my financial advisor to Wachovia/Wells Fargo. Each move has been an amazing learning experience while adapting to new systems and new brokerage firms. Over the years, I have realized my love of working with clients, especially seniors citizens. That is my soft spot, both professionally and in my personal life. Since 2005, I have provided stellar services to both my clients and also my financial advisors. It is my goal to exceed their expectations.
Pinnacle Asset Management, Inc.
-
Registered Sales AssistantPinnacle Asset Management, Inc. Jul 2020 - PresentCharlotte, North Carolina, United States
-
Senior Registered Client AssociateWells Fargo Advisors Nov 2007 - Jul 2020Charlotte, North Carolina, United StatesSenior Registered Client Associate
Jennifer Astles Education Details
-
General Studies
Frequently Asked Questions about Jennifer Astles
What company does Jennifer Astles work for?
Jennifer Astles works for Pinnacle Asset Management, Inc.
What is Jennifer Astles's role at the current company?
Jennifer Astles's current role is Registered Financial Sales Assistant.
What schools did Jennifer Astles attend?
Jennifer Astles attended Huntley High School.
Not the Jennifer Astles you were looking for?
-
1ecolab.com
-
1mycfcu.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial