Theresa Plunkett

Theresa Plunkett Email and Phone Number

Analyst, Licensing and Registration @ Kestra Financial
United States
Theresa Plunkett's Location
United States, United States
Theresa Plunkett's Contact Details

Theresa Plunkett work email

Theresa Plunkett personal email

n/a
About Theresa Plunkett

Professional self-motivated individual with over 8 years of office experience. Skilled in team leadership, process optimization, and reporting. Committed to ensuring deadlines are met daily, weekly, and monthly.

Theresa Plunkett's Current Company Details
Kestra Financial

Kestra Financial

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Analyst, Licensing and Registration
United States
Website:
kestrafinancial.com
Employees:
409
Theresa Plunkett Work Experience Details
  • Kestra Financial
    Analyst, Licensing And Registration
    Kestra Financial
    United States
    View
  • Lpl Financial
    Associate Analyst
    Lpl Financial Mar 2022 - Present
    • Manage all aspects of terminating licensed and non-licensed personnel, ensuring compliance with regulatory requirements.• Collaborate with legal department to handle involuntary terminations and ensure adherence to firm policies.• Generate and analyze daily and weekly reports to track termination progress and ensure completion within established timelines.• Develop and maintain desktop procedure documents to streamline termination processes and improve advisor experience.• Super Account Administrator between Broker Dealer and FINRA.
    View
  • Cardinal Financial Company, Limited Partnership
    Document Management Specialist I
    Cardinal Financial Company, Limited Partnership Nov 2021 - Mar 2022
    Charlotte, North Carolina, United States
    • Promoted to Document Management Specialist in November 2021.• Handled over 100 post-funding loan documentation daily, including recorded mortgages and title polices.• Interacted with investors and third parties to ensure timely completion of business transactions.• Assisted in audit reviews to ensure compliance with company policies and requirements.
    View
  • Cardinal Financial Company, Limited Partnership
    Transaction Specialist I
    Cardinal Financial Company, Limited Partnership Nov 2020 - Nov 2021
    • Identified as a top performer within the transaction support team, handling over 100 files daily.• Communicated with numerous borrowers daily to discuss file status and remediate gaps as identified.• Collaborated with various departments to expedite loan processing and meet tight deadlines.
    View
  • Beasley'S Floral Llc
    Manager
    Beasley'S Floral Llc May 2016 - Oct 2020
    Cocoa Beach, Florida, United States

Theresa Plunkett Education Details

Frequently Asked Questions about Theresa Plunkett

What company does Theresa Plunkett work for?

Theresa Plunkett works for Kestra Financial

What is Theresa Plunkett's role at the current company?

Theresa Plunkett's current role is Analyst, Licensing and Registration.

What is Theresa Plunkett's email address?

Theresa Plunkett's email address is th****@****lpl.com

What schools did Theresa Plunkett attend?

Theresa Plunkett attended York Technical College.

Who are Theresa Plunkett's colleagues?

Theresa Plunkett's colleagues are Saisudha Peramsetty, Colin Mcculley, Cynthia Walker, Malcolm Williams, Mark Mann, John Thomas, Jack Kerstiens.

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