Christina Creech
Seasoned Financial Professional Specializing in Multi-generational Wealth Management
- Role
- Assistant Vice President at Baird
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President
Aug 2018 — Present · Raleigh, NC, US
With over 20 years in Private Wealth Management, I have an astute understanding of the importance of financial planning and the value we bring to our clients and their families through sound advice based on their personal values and financial goals. Operational experiences combined with understanding financial strategies and a high Emotional IQ make me a valuable resource within The Wessel Group. Our clients can feel confident the entire team understands their financial goals and has their best interests in mind.
Education
University of North Carolina at Asheville
English/Language Arts Teacher Education
Skills
- Business Strategy
- Microsoft Office
- Public Speaking
- Finance
- Disability Insurance
- Long-Term Care
- Sales & Marketing
- Salesforce.com
- Microsoft Outlook
- Client Relationships Strengthening
- Leadership
- Seminar Presentations
- Networking
- Business Development
- New Business Development
- Business Process Improvement
- Marketing
- Term Life Insurance
- Business Management
- Financial Analysis
- Microsoft Word
- Microsoft Powerpoint
- Strategic Planning
- Event Planning
- Microsoft Excel
- Hearsay Social
- Risk Management
- Microsoft Publisher
- Sales Operations
- Customer Service
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