Terry Trimble

Terry Trimble Email and Phone Number

Director of First Impressions and Executive Assistant @ Prime Capital Investment Advisors
Platte City, MO, US
Terry Trimble's Location
Platte City, Missouri, United States, United States
Terry Trimble's Contact Details

Terry Trimble personal email

n/a
About Terry Trimble

Lawing Financial has become Prime Capital Investment Advisors. We've been providing wealth management and estate planning services to clients since 1987. With an asset growth of nearly 40 percent over the past five years to a current level of $2.5 billion, it’s no surprise that Lawing was recently named one of Forbes Magazine’s “fastest growing firms to watch in the Midwest.”The key at Prime Capital is the team approach that we take with our client base.At Prime Capital we are dedicated not only to our clients, but to our financial advisors as well. As such we are able to attract and maintain a solid team of respected and passionate financial experts who are steadfastly committed to our team approach as they consistently act with integrity and professionalism on behalf of their clients. Being a part of the Prime Capital team means that you are are supported not only with the high-quality products, resources, and tools your clients require but also with the opportunities to expand and deepen your own knowledge base and practices in the financial field.

Terry Trimble's Current Company Details
Prime Capital Investment Advisors

Prime Capital Investment Advisors

View
Director of First Impressions and Executive Assistant
Platte City, MO, US
Employees:
306
Terry Trimble Work Experience Details
  • Prime Capital Investment Advisors
    Director Of First Impressions And Executive Assistant
    Prime Capital Investment Advisors
    Platte City, Mo, Us
  • Prime Capital Investment Advisors
    Director Of First Impressions/Executive Assistant
    Prime Capital Investment Advisors Jan 2017 - Present
    Overland Park, Kansas, United States
    Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliatedPrivate Client Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.
  • Prime Capital Investment Advisors
    Executive Assistant To Chairman Managing Partner
    Prime Capital Investment Advisors Jan 2017 - Present
    Overland Park, Kansas
  • Ey
    Executive Assistant
    Ey Feb 1991 - Jan 2017
    Kansas City, Missouri Area
    ·        Superior communication skills at all levels of an organization·        Autonomous project management·        Ability to maintain high degree of confidence and professionalism·        Flexibility and adaptability in changing environments·        Ability to anticipate needs and act accordingly·        Analysis and problem solving·        Strong independent initiative·        Willingness to “go the extra mile”·        Exemplary teaming·        Financial tracking and reporting

Terry Trimble Skills

Microsoft Excel Microsoft Office Customer Service Accounting Microsoft Word Microsoft Powerpoint Microsoft Outlook Sharepoint Management Financial Reporting Strategic Planning Leadership Program Management Public Speaking Financial Analysis Negotiation

Terry Trimble Education Details

Frequently Asked Questions about Terry Trimble

What company does Terry Trimble work for?

Terry Trimble works for Prime Capital Investment Advisors

What is Terry Trimble's role at the current company?

Terry Trimble's current role is Director of First Impressions and Executive Assistant.

What is Terry Trimble's email address?

Terry Trimble's email address is tt****@****-ia.com

What schools did Terry Trimble attend?

Terry Trimble attended Longview Community College, Northeast Kansas Technical College.

What skills is Terry Trimble known for?

Terry Trimble has skills like Microsoft Excel, Microsoft Office, Customer Service, Accounting, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Sharepoint, Management, Financial Reporting, Strategic Planning, Leadership.

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