Crystal Farris Email & Phone Number
Registered Client Associate @ Sage Wealth Advisors
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Crystal Farris Location
- Richmond, VA, US
Crystal Farris Work
- Registered Client Associate @ (May 2024 - Present)
- Client Associate-Mullins and Gordon Financial Consulting and Wealth Management of Wells Fargo Advisors @ (June 2022 - May 2024)
- Administrative Assistant 4 @ (January 2016 - June 2022)
- Senior Client Associate @ (December 2011 - January 2016)
- Client Sales and Service Officer @ (July 2009 - December 2011)
- Assistant Branch Manager @ (April 2008 - July 2009)
- Teller and Teller Operations Specialist @ (April 2007 - April 2008)
Crystal Farris Education
- Christopher Newport University
Bachelor of Arts - BA (Political Science)
2004-2006
Crystal Farris Skills
- Business Development
- Coaching & Mentoring
- Communication
- Corporate Events
- Cross-functional Team Leadership
- Customer Service
- Data Analysis
- Event Management
- Event Planning
- Executive Administrative Assistance
- Executive Calendar Management
- Executive Office Administration
- Executive Support
- Finance
- Investments
- Leadership
- Marketing Event Planning
- Operations Management
- Organization Skills
- Problem Solving
- Project Management
- Project Planning
- Sales & Marketing
- Sales Operations
- Scheduling
- Team Leadership
- Series 63
- Cash Management
- Banking
- Branch Management
- Financial Risk
- Mortgage Lending
- Credit Risk
- Commercial Banking
- Wealth Management
- Strategic Financial Planning
- Risk Management
- Credit
- Consumer Lending
- 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 Business Development, Coaching & Mentoring, Communication, Corporate Events, Cross-functional Team Leadership and more. Crystal Farris has 1 emails and 1 mobile phone numbers on RocketReach.
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