Teresa Michaels
Financial Strategist, Regional Manager
- Role
- Financial Strategist, Regional Director at Mckinley Carter Wealth Services
- Location
- Wheeling, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Teresa Michaels
As a Certified Financial Planner™ and Certified Exit Planning Advisor (CEPA®), I serve…
Experience
Financial Strategist, Regional Director
Mckinley Carter Wealth Services
Jan 2019 — Present · Wheeling, WV, US
Education
West Virginia University
Bachelor of Science - BS, Social Work
1986 — 1990
Robert Morris University
Certificate, Accounting
2007 — 2009
Skills
- Financial Services
- Crm
- Leadership
- Client Services
- Finra
- Regulatory Compliance
- Customer Service
- Human Resources
- Client Relationship Management
- Vendor Management
- Finance Operations
- Finra Reporting
- Finance
- Staff Training
- Finra Compliance
- Compliance Audits
- Investments
- Due Diligence
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