Carrie Needham

from Phoenix, AZ

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Connected to:

Carrie Needham Phones & Addresses

Phoenix, AZ
Scottsdale, AZ

Work

Company:

Ameriprise financial
Apr 2013
Position:

Office manager / para planner

Education

School / High School:

Metro State- Denver, CO
1996
Specialities:

Criminal Justice in Criminal Justice

Skills

Series 24 • Series 7 • Series 63 • Life & Health

Resumes

Independent Business Owner

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Location:

1958 west Meadow Dr, Phoenix, AZ 85023

Industry:

Financial Services

Work:

Silver Lining Virtual Business Management
Independent Business Owner
Rk Financial Planning 2016 - 2016
Contractor
Ameriprise Financial Services, Inc. Sep 2013 - Mar 2015
Client Service Specialist
Netvest Financial Apr 2011 - Jul 2012
Senior Vice President Compliance and Operations
Metlife Oct 2007 - Oct 2010
Manager - Agency Compliance

Education:

University of Phoenix 2016 - 2020
Bachelors, Corrections, Criminal Justice

Skills:

Financial Services
Securities
Finra
Training
Finance
Investment Advisory
Customer Service
Microsoft Excel
Management
Virtual Assistance
Wordpress
Online Research
Wealth Management
Retirement Planning
Auditing
Online Business Management
Powerpoint
Portfolio Management
Investment Strategies
401K
Investments
Microsoft Office
Process Improvement
Mutual Funds
Trading
Financial Planning
Social Media
Microsoft Word
Time Management
Microsoft Powerpoint
Social Media Marketing
Marketing
Office Administration
Leadership
Microsoft Outlook
Research
Data Entry
Strategic Planning
Project Management
Team Building
Administrative Assistance
Event Management
Business Development
Editing
Administration
Writing

Languages:

English

Certifications:

Series 7, Series 66, Series 24, Az Life & Health

Carrie Needham

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Manager Of Agency Compliance At Metlife Financial Services

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Position:

Manager of Agency Compliance at MetLife Financial Services

Location:

Phoenix, Arizona Area

Industry:

Financial Services

Work:

MetLife Financial Services since Nov 2007
Manager of Agency Compliance

Carrie Needham Mesa, AZ

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Work:

Ameriprise Financial

Apr 2013 to 2000
Office Manager / Para Planner NetVEST Financial LLC an office of LPL Financial
Scottsdale, AZ
Jan 2011 to Jun 2012
Senior VP Compliance & Operations MetLife Financial Services
Tempe, AZ
2007 to 2010
Manager of Agency Compliance Householder Group (AIG)
Scottsdale, AZ
2005 to 2007
MBO Compliance Manager / Phoenix OSJ delegate

Education:

Metro State
Denver, CO
1996 to 1999
Criminal Justice in Criminal Justice

Skills:

Series 24, Series 7, Series 63, Life & Health