Dale Thompson
Bank Officer / Client Services Associate
- Role
- Client Services Associate at Southstate Investment Services
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Client Services Associate
Southstate Investment Services
Jun 2023 — Present
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Wofford College
Bachelor of Arts (B.A.), Business Economics, Accounting
2012 — 2015
Skills
- Customer Service
- Microsoft Excel
- Teamwork
- Accounts Receivable
- Management
- Public Speaking
- Budgets
- Leadership
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