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Sandra Phelps Location
McAllen, TX, US
Sandra Phelps Work
2023 -now Licensed Life and Health Insurance Agent @
2020 -2023 Service Delivery Manager @
2018 -2020 Team Lead @
2013 -2014 Product Manager @ PEX GERMAN OE PARTS LLC
1992 -2012 Manager, Branch Relations and Operational Efficiency Officer @
Sandra Phelps Education
University of West Florida
Bachelor of Arts (B.A.) (English Literature)
1985-1986
University of Southern Mississippi
Undergraduate Studies (Political Science and Government)
1982-1984
Sandra Phelps Skills
Series 7
Portfolio Management
Investments
Securities
Risk Management
Mutual Funds
Wealth Management
FINRA
Series 63
Financial Services
Project Management
Microsoft Word
Banking
Microsoft Excel
Product Development
Customer Service
Business Analysis
Asset Management
Management
Equities
Fixed Income
Alternative Investments
Capital Markets
Finance
Sandra Phelps Summary
Sandra Phelps, based in McAllen, TX, US, is currently a Licensed Life and Health Insurance Agent at TP. Sandra Phelps brings experience from previous roles at TTEC, PEX GERMAN OE PARTS LLC and UBS FINANCIAL SERVICES. Sandra Phelps holds a 1985 - 1986 Bachelor of Arts (B.A.) in English Literature @ University of West Florida. With a robust skill set that includes Series 7, Portfolio Management, Investments, Securities, Risk Management and more. Sandra Phelps has 1 emails and 1 mobile phone numbers on RocketReach.
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