Lauren Epperly
CERTIFIED FINANCIAL PLANNER® Professional at Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Martinsburg, WV, US
- LinkedIn followers
- 500 followers
About Lauren Epperly
Experienced financial services professional with a demonstrated history of providing consultative financial advice to individual and business clients, managing a large portfolio of individual and business relationships, and leading top performing teams. Skilled in providing Financial Advice, Retail Banking, Lending, Leadership, Coaching, and Relationship Building. Financial professional with a Bachelor of Science (B.S.) focused in Business Administration, Finance from Shepherd University.
Experience
Financial Advisor
Dec 2021 — Present · Martinsburg, WV, US
Education
Shepherd University
Bachelor of Science (B.S.), Business Administration, Finance
2006 — 2008
Skills
- Deposits
- Treasury Management
- Customer Service
- Banking Relationships
- Relationship Management
- Commercial Lending
- Loans
- Cross Selling
- Branch Banking
- Cash Management
- Credit Analysis
- Merchant Services
- Loan Origination
- Leadership
- Real Estate Financing
- Consumer Lending
- Credit Cards
- Life Insurance
- Finance
- Commercial Banking
- Refinance
- Treasury Services
- Banking
- Home Equity Lines of Credit
- Branch Management
- Lines of Credit
- Term Life Insurance
- Sba
- Insurance
- Home Equity Loans
- Small Business Lending
- Retail Banking
- Internet Banking
- Credit
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