Emma Petit Email & Phone Number
Advisor Relationship Consultant @ Principal Financial Group
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Emma Petit Location
- Mooresville, NC, US
Emma Petit Work
- Advisor Relationship Consultant @ (June 2021 - Present)
- Relationship Manager @ (July 2017 - June 2021)
- Executive Benefits Client Associate @ (July 2015 - July 2017)
- Investment Resource Consultant @ (February 2014 - July 2015)
- Distribution Consultant @ (October 2010 - February 2014)
Emma Petit Education
- University of North Carolina at Charlotte
Bachelor of Arts (B.A.) (Communication and Media Studies)
Emma Petit Skills
- Retirement Planning
- Financial Services
- Retirement
- Series 63
- Sales
- Customer Service
- Relationship Management
- Series 6
- 401k
- Client Relations
- Series 7
- Investments
- Life Insurance
- Variable Annuities
- Portfolio Management
- Banking
- Financial Planning
- Microsoft Office
- Insurance
- Management
- Leadership
Emma Petit Summary
- Emma Petit, based in Mooresville, NC, US, is currently a Advisor Relationship Consultant at Principal Financial Group. Emma Petit brings experience from previous roles at Wells Fargo and Wells Fargo Advisors. Emma Petit holds a Bachelor of Arts (B.A.) in Communication and Media Studies @ University of North Carolina at Charlotte. With a robust skill set that includes Retirement Planning, Financial Services, Retirement, Series 63, Sales and more. Emma Petit has 1 emails and 2 mobile phone numbers on RocketReach.
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