Patty Lumpkin Email and Phone Number
Patty Lumpkin work email
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Patty Lumpkin personal email
A proven leader with nearly 35 years of experience in client and operational management of corporations in the communications, financial services, and investments industries. Skills include strategic assessment, relationship management, and sales. High-energy performer, able to implement positive change within organizations. Excels in a team environment and under pressure.Series 7 - General Securities Representative ExaminationSeries 66 - Uniform Combined State Law Examination
Juno Financial Group
View- Website:
- junofinancialgroup.com
- Employees:
- 5
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Financial Services ManagerJuno Financial Group Jan 2020 - PresentRichmond, VaI value honest client relationships and have a strong commitment to tailoring my wealth planning advice specific to meeting the needs of each client’s financial goals. I take a personal approach to advising, sharing my own life experiences to build more meaningful, lasting relationships with my clients.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Juno Financial Group is not affiliated with Kestra IS or Kestra AS.This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 737-443-2582.Check the background of this firm and their investment professionals on FINRA's BrokerCheck at http://brokercheck.finra.org.
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Associate Financial AdvisorMiddleburg Financial Dec 2013 - Jan 2020Glen Allen, VaAtlantic Union Bank, Middleburg Financial, Middleburg Investment Services, Middleburg Private Banking and Middleburg Trust are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Middleburg Financial, 4355 Innslake Drive, Glen Allen, VA 23060. Phone: 888.263.3545. For important disclosure information, please see "social media disclosure" link in the contact information section.http://raymondjames.com/smicd.htm
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V.P. Investment ServicesVillage Bank Jan 2010 - Dec 2013Midlothian, Va -
V.P. Investment ServicesFirst Market Bank Nov 2000 - Dec 2009First Market Bank provided retail and commercial services and products to the local market prior to merging with Union Bankshares. -Responsible for lead development, department compliance, strategic planning, budgeting and forecasting, staff development and special projects. Obtained Life and Health license.-Managed support staff and provided oversight of sales team to produce successful sale results.-Partnered with clients to provide continuous financial and personal support. -Lead team in sales production for the year. Received First Market Bank Annual Sales and Service Award 2005.-Mentored and coached new sales staff to both minimize unproductive time and improve overall retention.
Patty Lumpkin Skills
Patty Lumpkin Education Details
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Business Management
Frequently Asked Questions about Patty Lumpkin
What company does Patty Lumpkin work for?
Patty Lumpkin works for Juno Financial Group
What is Patty Lumpkin's role at the current company?
Patty Lumpkin's current role is Financial Services Manager at Juno Financial Group.
What is Patty Lumpkin's email address?
Patty Lumpkin's email address is pl****@****ank.com
What schools did Patty Lumpkin attend?
Patty Lumpkin attended Radford University.
What are some of Patty Lumpkin's interests?
Patty Lumpkin has interest in Children, Education, Health.
What skills is Patty Lumpkin known for?
Patty Lumpkin has skills like Portfolio Management, Securities Licenses, Series 7 And 63, Credit Analysis, Investments, Banking, Credit, Finance, Life And Health Insurance Licenses, Customer Service, Life And Health Insurance, Strategy.
Who are Patty Lumpkin's colleagues?
Patty Lumpkin's colleagues are Lynn Melnick, Allison Francisco, Qka®, Lisa Dudley, Peggy Roisch, Virginia Fralin, Mph.
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