Crystal Farris Email & Phone Number
Registered Client Associate @ Sage Wealth Advisors
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Crystal Farris Location
- Richmond, VA, US
Crystal Farris Work
- 2024 -now Registered Client Associate @
- 2022 -2024 Client Associate-Mullins and Gordon Financial Consulting and Wealth Management of Wells Fargo Advisors @
- 2016 -2022 Administrative Assistant 4 @
- 2011 -2016 Senior Client Associate @
- 2009 -2011 Client Sales and Service Officer @
- 2008 -2009 Assistant Branch Manager @
- 2007 -2008 Teller and Teller Operations Specialist @
Crystal Farris Education
- Christopher Newport University
Bachelor of Arts - BA (Political Science)
2004-2006
Crystal Farris Skills
- Leadership
- Series 63
- Cash Management
- Banking
- Branch Management
- Financial Risk
- Investments
- Mortgage Lending
- Credit Risk
- Commercial Banking
- Wealth Management
- Strategic Financial Planning
- Operations Management
- Risk Management
- Credit
- Consumer Lending
- Customer Service
- Financial Analysis
- Wealth
- Credit Analysis
- Strategic Financial
- Private Banking
- Retail Banking
- Loans
Crystal Farris Summary
- Crystal Farris, based in Richmond, VA, US, is currently a Registered Client Associate at Sage Wealth Advisors. Crystal Farris brings experience from previous roles at Wells Fargo Advisors, Wells Fargo and US Trust, Bank of America Private Wealth Management. Crystal Farris holds a 2004 - 2006 Bachelor of Arts - BA in Political Science @ Christopher Newport University. With a robust skill set that includes Leadership, Series 63, Cash Management, Banking, Branch Management and more. Crystal Farris has 1 emails and 1 mobile phone numbers on RocketReach.
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