Susan A.

Susan A. Email and Phone Number

Onboarding & Integration Specialist at Financial Resources Group Investment Services @ Financial Resources Group Investment Services, LLC
fort mill, south carolina, united states
Susan A.'s Location
Fort Mill, South Carolina, United States, United States
About Susan A.

Susan A. is a Onboarding & Integration Specialist at Financial Resources Group Investment Services at Financial Resources Group Investment Services, LLC.

Susan A.'s Current Company Details
Financial Resources Group Investment Services, LLC

Financial Resources Group Investment Services, Llc

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Onboarding & Integration Specialist at Financial Resources Group Investment Services
fort mill, south carolina, united states
Website:
financialresourcesgroup.net
Employees:
16
Susan A. Work Experience Details
  • Financial Resources Group Investment Services, Llc
    Onboarding Specialist
    Financial Resources Group Investment Services, Llc Aug 2024 - Present
    United States
    View
  • Financial Resources Group Investment Services, Llc
    Advisor Support Specialist & Training Consultant
    Financial Resources Group Investment Services, Llc Mar 2021 - Aug 2024
    Fort Mill, South Carolina, United States
    Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services and LPL Financial are separate entities.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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
  • Pnc Wealth Management
    Client Solutions Specialist, Sr.
    Pnc Wealth Management Jun 2018 - Mar 2021
    Charlotte, North Carolina Area
  • Pnc Investments
    Office Administrator
    Pnc Investments Apr 2012 - Jun 2018
    Charlotte, Nc
    View
  • Montgomery Insurance
    Commercial Lines Underwriting Support Supervisor
    Montgomery Insurance Apr 2008 - Jan 2012
    Charlotte, North Carolina Area
  • Montgomery Insurance
    Support Supervisor
    Montgomery Insurance Oct 2001 - Apr 2008
  • Craftsman Printing Inc
    Executive Assistant
    Craftsman Printing Inc Sep 1997 - Oct 2001
    Charlotte, Nc
    View
  • Royal & Sunalliance Usa
    Executive Assistant
    Royal & Sunalliance Usa Jul 1994 - Sep 1997
    Charlotte, North Carolina Area
  • Thermalkim
    Supervisor, Administrative Services
    Thermalkim Nov 1986 - Jul 1994
    Rock Hill, Sc

Frequently Asked Questions about Susan A.

What company does Susan A. work for?

Susan A. works for Financial Resources Group Investment Services, Llc

What is Susan A.'s role at the current company?

Susan A.'s current role is Onboarding & Integration Specialist at Financial Resources Group Investment Services.

Who are Susan A.'s colleagues?

Susan A.'s colleagues are J. J. Hudock, Christopher Zehetmaier, Donna Coggins, Cpa, Brandon Beall, Casey Hall, Jennifer Hallmark, James Belisle.

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