Marcy Rinas

Marcy Rinas Email and Phone Number

SVP, Branch Manager at Capstone Financial Group @ Capstone Financial Group
Marcy Rinas's Location
Fargo, North Dakota, United States, United States
Marcy Rinas's Contact Details
About Marcy Rinas

In my role, I am the Branch Manager, SVP at Capstone Financial Group, overseeing the business needs of our financial advisors across the ND and MN footprint. I strive to create strong partnerships, identify areas needing improvement, and develop strategies to improve. I enjoy working with our advisor and client associate teams to ensure they have the tools needed to provide comprehensive financial plans, guide their clients to achieve their financial goals, and elevate the client experience. I am a senior point of escalation to ensure problem resolution and am responsible to ensure our branches are in compliance with operational procedures by conducting principal reviews, audits, and managing approvals.I strive to lead by demonstrating transparency in my interactions. I believe that teams can more easily achieve goals by not only being accountable and displaying credibility, but also by being adaptable and leading with integrity. I strive to add value to clients by proactively evaluating business activities and maintaining a thorough understanding of laws and regulations."Change is inevitable. Growth is optional." --John C. MaxwellThis information is intended for use by residents of AR, AZ, CA, CO, FL, KS, MA, MN, MT, ND, NV, OK, SC, SD, TX, UT, WA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Marcy Rinas's Current Company Details
Capstone Financial Group

Capstone Financial Group

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SVP, Branch Manager at Capstone Financial Group
Marcy Rinas Work Experience Details
  • Capstone Financial Group
    Svp, Branch Manager
    Capstone Financial Group Aug 2023 - Present
    Fargo, North Dakota, United States
    This information is intended for use only by residents of AZ, AK, CA, CO, FL, KS, MA, MN, MT, NV, ND, OK, SC, SD, TX, UT, WA, WI. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
  • Raymond James Financial Services Inc.
    Operations Manager
    Raymond James Financial Services Inc. Aug 2009 - Aug 2023
    Fargo, North Dakota Area
    Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are not deposits, not FDIC insured, not guaranteed by the financial institution, are subject to risk, and may lose value. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Bremer Investments, Bremer Bank and its affiliates are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Please visit raymondjames.com/smicd.htm for Additional Risk and Disclosure Information.
  • Bremer Bank
    Operations Manager
    Bremer Bank Feb 2002 - Aug 2023
    Fargo, Nd

Marcy Rinas Skills

Investments Finance Insurance Sales Securities Financial Analysis Financial Planning Series 24 Team Management Financial Advisory Accounting Series 66 Series 7 Regulatory Compliance Investment Management Financial Services Small Business Leadership Portfolio Management Customer Service Wealth Management Banking Trading

Marcy Rinas Education Details

Frequently Asked Questions about Marcy Rinas

What company does Marcy Rinas work for?

Marcy Rinas works for Capstone Financial Group

What is Marcy Rinas's role at the current company?

Marcy Rinas's current role is SVP, Branch Manager at Capstone Financial Group.

What is Marcy Rinas's email address?

Marcy Rinas's email address is ma****@****aol.com

What is Marcy Rinas's direct phone number?

Marcy Rinas's direct phone number is +170123*****

What schools did Marcy Rinas attend?

Marcy Rinas attended Minnesota State University Moorhead.

What are some of Marcy Rinas's interests?

Marcy Rinas has interest in Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights.

What skills is Marcy Rinas known for?

Marcy Rinas has skills like Investments, Finance, Insurance, Sales, Securities, Financial Analysis, Financial Planning, Series 24, Team Management, Financial Advisory, Accounting, Series 66.

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