Margot Wade

Margot Wade Email and Phone Number

Business Development Associate @ Independent Advisor Alliance | @ JETSET Pilates®
Charlotte, North Carolina, United States
Margot Wade's Location
Charlotte, North Carolina, United States, United States
Margot Wade's Contact Details

Margot Wade work email

Margot Wade personal email

n/a
About Margot Wade

As a Business Development Associate at Independent Advisor Alliance (IAA), I support the growth and expansion of the firm by identifying and cultivating new opportunities and nurturing relationships to facilitate business development activities. I also serve as a liaison between the firm and clients, ensuring alignment of needs and offerings to foster successful partnerships.

Margot Wade's Current Company Details
JETSET Pilates®

Jetset Pilates®

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Business Development Associate @ Independent Advisor Alliance |
Charlotte, North Carolina, United States
Website:
jetsetpilates.com
Employees:
185
Margot Wade Work Experience Details
  • Jetset Pilates®
    Jetset Pilates®
    Charlotte, North Carolina, United States
    View
  • Independent Advisor Alliance
    Business Development Associate
    Independent Advisor Alliance Feb 2024 - Present
    Charlotte, North Carolina, Us
    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Fifth Third Bank
    Personal Banker 1
    Fifth Third Bank May 2022 - Feb 2024
    Cincinnati, Ohio, Us
    Primarily focus on sales development and relationship building through the the promotion of deposits, loans and fee-based services.Focus on cross-selling to existing customers and engage in outside sales activities.Establish relationships with business partners and referring customers when appropriate providing holistic financial solutions.Utilize marketing tools to organize table events and financial literacy events for the community.
    View

Margot Wade Education Details

  • Central Piedmont Community College
    Central Piedmont Community College
    General

Frequently Asked Questions about Margot Wade

What company does Margot Wade work for?

Margot Wade works for Jetset Pilates®

What is Margot Wade's role at the current company?

Margot Wade's current role is Business Development Associate @ Independent Advisor Alliance |.

What is Margot Wade's email address?

Margot Wade's email address is ma****@****tes.com

What schools did Margot Wade attend?

Margot Wade attended Central Piedmont Community College.

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