Barbara Scharf

Operations Team Lead @AdvisorNet Financial

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

Operations Team Lead @AdvisorNet Financial

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US

EDUCATION

1990

North Dakota State University

Bachelor's degree, Communication and Business

SKILLS

RefinancingsWealth Management ServicesWholesale BankingFinancial AdvisoryBusiness Relationship ManagementRetirement PlanningInsuranceMortgage BrokersWhole LifeMortgage LendingAccount ManagementUniversal LifeBusiness Process ImprovementUnderwritingMortgage BankingRelationship ManagementProject ManagementProcess ImprovementLong Term Care InsuranceCase ManagmentLife InsuranceFinanceSales ProcessLoansEstate PlanningNegotiationMicrosoft OfficeSalesFinancial ServicesPolicy AnalysisLong-Term CareBankingMutual FundsHome Equity Lines of CreditTeam ManagementComplianceHome Equity LoansTeam LeadershipProblem SolvingOperations Management

ABOUT BARBARA SCHARF

Barbara Scharf is a proven leader with expertise in life insurance, annuities, premium finance and financial services with a demonstrated ability to champion relationship development and management with both colleagues and clients. Adept in leading teams and communicating both internally and externally to ensure effective and transparent communications. History of success collaborating with all levels on businesses to promote organizational objectives and define processes. Core competencies include: Account Management | Relationship Management | Administrative Management | Team Leadership | Project ManagementRegistered Administrative Assistant of Cetera Wealth Services, LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Address of record: 110 CHESHIRE LANE SUITE 200 MINNETONKA, MN 55305

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