Financial Advisory Processing Specialist
Current
Nov 2022 - Present
AeroLeads people directory · profile
Sharon Cummings Email & Phone Number
Financial Advisor Processor
at
American Century Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor Processor
Location
Kansas City, Missouri, United States
Company size
Who is Sharon Cummings? Overview
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Quick answer
Sharon Cummings is listed as Financial Advisor Processor at American Century Investments, a company with 1788 employees, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Sharon Cummings.
Sharon Cummings previously worked as Financial Advisory Processing Specialist at American Century Investments and Trust Banking Specialist at Synchrony. Sharon Cummings holds Associate Of Arts - Aa, Legal Assistant/Paralegal from Metropolitan Community College.
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Email format at American Century Investments
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American Century Investments
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Profile bio
About Sharon Cummings
I am currently a Financial Advisor Processor and have been working in the financial industry for over 10+ years. I love working within the financial industry and have learned so much. I’m currently looking to further my career in the financial industry as I plan to earn my SIE and Series 7 licensing here in the future. Excited to connect with new people!
Current workplace
Sharon Cummings's current company
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American Century Investments
8 roles
Sharon Cummings work experience
A career timeline built from the work history available for this profile.
Trust Banking Specialist
Aug 2021 - Nov 2022
Senior Loan Specialist
Conduct loan interviews, analyze credit and financial information, review and verify borrowers’ incomeand employment, process and close loansEnsure compliance with company policies, underwriting guidelines and lending program requirementsNegotiate extensions and modifications of loan and arranges payment schedulesProcess payments on active, legal and.
Apr 2019 - Apr 2020
Senior Personal Banker
Drive sales and deposit growth by following Commerce sales modelPreparing new account paperwork and maintenance documentsCreate and maintain accurate reporting of branch financialsComplete internal audits to ensure compliance with company and external regulations
Nov 2018 - Apr 2019
Senior Relationship Advisor
Member of emerging Leaders groupBuild valuable relationships with members to offer loan solutions to meet personal goalsComplete internal audits monthly to ensure compliance with company policies, state and federal laws. Lead teller assisting in continued training and coaching of daily operations
Oct 2016 - Nov 2018
Pricing Coordinator
Provided efficient, friendly, and informative service following established customer service standards andcorporate vision. Reviewed product pricing and completed product pricing changes to ensure accuracy for customers. Prepared all signage for weekly and daily sales. Over 10 years experience in retails sales, cash handling and cash auditing.
Nov 2007 - Mar 2018
Paralegal Assistant
Assisted legal counsel in preparation of documents including pleadings, motions, briefs, interrogatories,responses, agreements and legal memoranda Continued study of employment and injury lawInvestigate case facts and compile factual support for briefs and motionsAssisted in trial preparation and during trial.
Aug 2014 - Apr 2016
Universal Banker
Advised members on products based on members needsMet and exceeded monthly loan and deposit goalsExcelled in building and servicing of commercial accounts
Feb 2014 - Aug 2014
Team & coworkers
Colleagues at American Century Investments
Other employees you can reach at americancentury.com. View company contacts for 1788 employees →
MB
Magnolia Bahena
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
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RS
Ryan Striker
Colleague at American Century Investments
Malibu, California, United States, United States
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DM
Denise Miller
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
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DH
Danny Heller
Colleague at American Century Investments
United States, United States
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TG
Theresa Graves-Jordan
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
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JK
Josh Kurtz, Cfa, Caia
Colleague at American Century Investments
Newtown, Pennsylvania, United States, United States
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MS
Mikaela Steutermann
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
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MS
Miso Soup
Colleague at American Century Investments
Des Moines, Iowa, United States, United States
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MM
Michael Maloney
Colleague at American Century Investments
Independence, Missouri, United States, United States
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TD
Travis Douglas
Colleague at American Century Investments
Independence, Missouri, United States, United States
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Magnolia Bahena
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
View →
RS
Ryan Striker
Colleague at American Century Investments
Malibu, California, United States, United States
View →
DM
Denise Miller
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
View →
DH
Danny Heller
Colleague at American Century Investments
United States, United States
View →
TG
Theresa Graves-Jordan
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
View →
JK
Josh Kurtz, Cfa, Caia
Colleague at American Century Investments
Newtown, Pennsylvania, United States, United States
View →
MS
Mikaela Steutermann
Colleague at American Century Investments
Kansas City, Missouri, United States, United States
View →
MS
Miso Soup
Colleague at American Century Investments
Des Moines, Iowa, United States, United States
View →
MM
Michael Maloney
Colleague at American Century Investments
Independence, Missouri, United States, United States
View →
TD
Travis Douglas
Colleague at American Century Investments
Independence, Missouri, United States, United States
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1 education record
Sharon Cummings education
FAQ
Frequently asked questions about Sharon Cummings
Quick answers generated from the profile data available on this page.
What company does Sharon Cummings work for?
Sharon Cummings works for American Century Investments.
What is Sharon Cummings's role at American Century Investments?
Sharon Cummings is listed as Financial Advisor Processor at American Century Investments.
Where is Sharon Cummings based?
Sharon Cummings is based in Kansas City, Missouri, United States while working with American Century Investments.
What companies has Sharon Cummings worked for?
Sharon Cummings has worked for American Century Investments, Synchrony, Mariner Finance, Commerce Bank, and Mazuma Credit Union.
Who are Sharon Cummings's colleagues at American Century Investments?
Sharon Cummings's colleagues at American Century Investments include Magnolia Bahena, Ryan Striker, Denise Miller, Danny Heller, and Theresa Graves-Jordan.
How can I contact Sharon Cummings?
You can use AeroLeads to view verified contact signals for Sharon Cummings at American Century Investments, including work email, phone, and LinkedIn data when available.
What schools did Sharon Cummings attend?
Sharon Cummings holds Associate Of Arts - Aa, Legal Assistant/Paralegal from Metropolitan Community College.
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