Pamela Np Talley

Director of Financial Planning at Equitable Trust

Role
Director of Financial Planning at Equitable Trust
Location
Franklin, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Director of Financial Planning

    Equitable Trust

    May 2022 — Present · Nashville, TN, US

Education

  • The University of Georgia

    Family Financial Planning, Minor in Sociology

    2007 — 2013

Skills

  • Public Relations
  • Retirement Planning
  • Analysis
  • Customer Service
  • Research
  • Data Entry
  • Fundraising
  • Outlook
  • Microsoft Office
  • Series 7
  • Tax Preparation
  • Word
  • Morningstar
  • Team Building
  • Redtail
  • Social Networking
  • Powerpoint
  • Microsoft Excel
  • Time Management
  • Estate Planning
  • Public Speaking
  • Teamwork
  • Event Planning
  • Facebook
  • Social Media
  • Windows
  • Series 63
  • Marketing
  • Excel
  • Microsoft Word
  • Retail
  • Customer Relations
  • Tax Wise

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Pamela Np Talley — Director of Financial Planning at Equitable Trust in Franklin, TN, US | Unifers