Liz Sumner Email
Associate Wealth Planner @ Corient
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Liz Sumner Location
- Charlotte, NC, US
Liz Sumner Work
- Associate Wealth Planner @ (October 2025 - Present)
- Senior Client Success Specialist @ (August 2024 - October 2025)
- Marketing Coordinator @ (April 2023 - July 2024)
- Account Executive @ (September 2021 - June 2022)
- Marketing Specialist @ (January 2021 - October 2021)
- Executive Administrator @ (February 2020 - October 2021)
- Marketing Specialist @ (June 2018 - February 2020)
Liz Sumner Education
- North Carolina State University
Bachelor of Business Administration (BBA) (Marketing)
2014-2018
Liz Sumner Skills
- Account Management
- Adobe Acrobat
- Business Strategy
- Client Development
- Data Presentation
- Email Marketing
- Medical Staffing
- Microsoft Excel
- Microsoft Outlook
- New Business Development
- Planning & Scheduling
- Profit Maximization
- QuickBooks
- Social Media Marketing
Liz Sumner Summary
- Liz Sumner, based in Charlotte, NC, US, is currently a Associate Wealth Planner at Corient. Liz Sumner brings experience from previous roles at Corient, iTek Graphics and Physician Solutions, Inc.. Liz Sumner holds a 2014 - 2018 Bachelor of Business Administration (BBA) in Marketing @ North Carolina State University. With a robust skill set that includes Account Management, Adobe Acrobat, Business Strategy, Client Development, Data Presentation and more. Liz Sumner has 1 emails on RocketReach.
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