Anna McCormick Email & Phone Number
Market Sales Manger - Great Lakes Market @ Wells Fargo
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Anna McCormick Location
- Milwaukee, WI, US
Anna McCormick Work
- 2024 - now Market Sales Manger - Great Lakes Market @
- 2020 - 2024 Vice President - Business Development Manager @
- 2019 - 2020 Head of Financial Planning Product @
- 2018 - 2019 Product Director, Activation and Consulting @
- 2017 - 2018 Product Director, Advice Strategy @
- 2016 - 2017 Senior Product Manager, Advice Strategy @
- 2012 - 2016 Senior Consultant - Financial Planning, Sales and Support @
- 2010 - 2012 Financial Advisor @
- 2007 - 2010 Licensed Assistant, Financial Planning @
- 2000 - 2004 Pharamceutical Sales Representative @ Eli Lilly and Company
Anna McCormick Education
- University of Wisconsin-Madison
B.S. (Biology/Biological Sciences)
Anna McCormick Skills
- Team Leadership
- New Business Opportunities
- Relationship Building
- Customer Experience
- Product Management
- Corporate Strategy
- Presentations
- External Relationships
- Business Development
- Communication
- Partner Relationship Management
- Leadership
- Strategic Planning
- Financial Planning
- Sales
- Customer Service
- Finance
- Financial Services
- Insurance
- Business Strategy
- Public Speaking
- Team Building
- Product Vision
- Marketing
- Financial Analysis
- Cross-functional Team Leadership
- Event Planning
- Disability Insurance
- Budgets
- Portfolio Management
- Retirement Planning
- Investment Strategies
- Data Analysis
- Consulting
- Problem Solving
- Analytical Skills
- Agile Methodologies
- Mutual Funds
- Strategy
- Microsoft Office
- PowerPoint
- Microsoft Excel
- Aha! Product Management
- Slack
- Office 365
- Process Improvement
- Strategic Roadmaps
- Technology Change Management
- Decision-Making
- Product Road Mapping
- Strategic Initiatives
- Social Media
- Fundraising
- Strategic Financial Planning
- Microsoft Word
- Training
- Employee Benefits
- Selling
Anna McCormick Summary
- Anna McCormick, based in Milwaukee, WI, US, is currently a Market Sales Manger - Great Lakes Market at Wells Fargo. Anna McCormick brings experience from previous roles at Morgan Stanley, Advicent and LearnVest. Anna McCormick holds a B.S. in Biology/Biological Sciences @ University of Wisconsin-Madison. With a robust skill set that includes Team Leadership, New Business Opportunities, Relationship Building, Customer Experience, Product Management and more. Anna McCormick has 1 emails and 3 mobile phone numbers on RocketReach.
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