Marci Hansen

Marci Hansen Email and Phone Number

Client Services Associate at Hamilton Point Investment Advisors @ Hamilton Point Investment Advisors
chapel hill, north carolina, united states
Marci Hansen's Location
Chapel Hill, North Carolina, United States, United States
About Marci Hansen

With over two decades of experience in the investment and insurance industries, I bring a wealth of expertise in client service and operations. I graduated from the University of North Carolina at Chapel Hill with a BA in Political Science in 2000. I began my career in 2002, building a strong foundation in the industry before stepping away to focus on raising my children. In 2016, I reentered the workforce and have since continued to leverage my skills in client relations and operational efficiency to drive success for both my clients and teams.My commitment to delivering exceptional service, coupled with my attention to detail, has helped me become a trusted partner in navigating the complexities of the financial and insurance sectors.

Marci Hansen's Current Company Details
Hamilton Point Investment Advisors

Hamilton Point Investment Advisors

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Client Services Associate at Hamilton Point Investment Advisors
chapel hill, north carolina, united states
Employees:
9
Marci Hansen Work Experience Details
  • Hamilton Point Investment Advisors
    Client Services Associate At Hamilton Point Investment Advisors
    Hamilton Point Investment Advisors Dec 2024 - Present
    Chapel Hill, North Carolina, United States
  • Asset Insure, Inc.
    Operations Officer & Co-Founder
    Asset Insure, Inc. Nov 2020 - Dec 2024
    Raleigh, North Carolina, United States
    Our vision is to create a company where every insurance professional in the world wants to work, and no client ever wants to leave. We want our company to be so people-centric that you forget we're in the insurance business.
  • Founders Financial Alliance, Llc
    Operations Manager
    Founders Financial Alliance, Llc Sep 2016 - Dec 2024
    Chapel Hill, Nc
    Securities offered through LPL Financial. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advice offered through Founders Financial Alliance, LLC, a registered investment advisor and separate entity from LPL Financial.
  • Founders Financial Alliance, Llc
    Administrative Assistant
    Founders Financial Alliance, Llc Oct 2016 - Apr 2019
  • Wells Fargo
    Branch Administration Manager
    Wells Fargo May 2005 - Apr 2007
    Walnut Creek, Ca
    Supervisory role where I managed approximately 20 representatives in the region, handled operations review and approval, maintained internal compliance standards and SEC regulations.

Marci Hansen Education Details

Frequently Asked Questions about Marci Hansen

What company does Marci Hansen work for?

Marci Hansen works for Hamilton Point Investment Advisors

What is Marci Hansen's role at the current company?

Marci Hansen's current role is Client Services Associate at Hamilton Point Investment Advisors.

What schools did Marci Hansen attend?

Marci Hansen attended University Of North Carolina At Chapel Hill.

Who are Marci Hansen's colleagues?

Marci Hansen's colleagues are Medina Beqiri, Mark Mullish, Rick Woods, Cfa, Michael Peden, K.c. Nelson, Shannon Thomas Wardlaw, Stephanie Currin.

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