Nancy Starnes Email & Phone Number
Customer Resolution Manager @ TIAA
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Nancy Starnes Location
- Charlotte, NC, US
Nancy Starnes Work
- 2023 -now Customer Resolution Manager @
- 2021 -2023 Brokerage Associate @
- 2012 -2021 Senior Customer Advocate @
- 2007 -2012 Investment Specialist @ Banc of America / Merrill Edge
- 2006 -2007 Investment Specialist @ E-Trade Financial
- 2005 -2006 Seasonal Representative @
- 1998 -2005 Elementary School Teacher @ Mecklenburg County Schools
- 2001 -2002 Supervisor @ Casual Corner Group
Nancy Starnes Education
- Wright State University
Bachelor of Science (BS) (Elementary Education and Teaching)
1992-1996 - Sinclair Community College 1989-1992
Nancy Starnes Skills
- Family Wealth Management
- Retirement Solutions
- Wealth Accumulation
- Investment Brokerage
- Case Management
- Team Management
- Organization Skills
- Subject Matter Experts
- Customer Retention
- empathy
- call framing
- Service-Level Agreements (SLA)
- Workload Prioritization
- Interpersonal Communication
- Interpersonal Skills
- Wealth Management Services
- Microsoft Office
- Hold Series 7
- Mutual Funds
- Attention to Detail
- College Savings Plans
- Trading
- Presentation Skills
- Individual Retirement Accounts (IRA)
- Life Insurance
- Skilled Multi-tasker
- Teaching
- Multitasking
- Brokerage
- 401(k) Retirement Savings Plans
- Annuities
- Series 63
- Series 7
- Series 24
- Retirement Planning
- ERISA
- Customer Service
- Communication
- Time Management
- Management
- Leadership
- Sales
- Qualified Retirement Plans
- Retirement Plan Consulting
- 401k Rollovers
- Retirement Savings
- Asset Allocation
- Wealth Management
- FINRA
- Financial Advisory
- ETFs
- Investments
- Retirement
- 401k
- Financial Services
- Securities
Nancy Starnes Summary
- Nancy Starnes, based in Charlotte, NC, US, is currently a Customer Resolution Manager at TIAA. Nancy Starnes brings experience from previous roles at TIAA, Banc of America / Merrill Edge and E-Trade Financial. Nancy Starnes holds a 1992 - 1996 Bachelor of Science (BS) in Elementary Education and Teaching @ Wright State University. With a robust skill set that includes Family Wealth Management, Retirement Solutions, Wealth Accumulation, Investment Brokerage, Case Management and more. Nancy Starnes has 3 emails and 1 mobile phone numbers on RocketReach.
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