Angela Bellamy
Director, Financial Planning
- Role
- Director Head of Plan Quality and Training at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Director Head of Plan Quality and Training
Sep 2022 — Present
Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics
2001 — 2005
University of North Carolina at Charlotte
Certified Financial Planning Program
2006 — 2007
Skills
- Financial Planners
- Series 63
- Retirement
- Strategic Financial Planning
- Wealth Management
- Leadership
- Investments
- Series 7
- Retirement Planning
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