Trish Overton Location
Atlanta, GA, US
Trish Overton Work
- 2021 - now Advisor Services Manager @ Calandra Financial Group
- 2012 - now VP of Operations @ Calandra Financial Group
- 2012 - 2021 Chief Operating Officer @ Calandra Financial Group
- 2011 - 2012 Practice Management Specialist @ SGL Financial
- 2009 - 2011 Recruiter and Practice Management Specialist @ Navisis Financial
- 2008 - 2009 Internal Planning Specialist @ Genworth Financial Services
- 2004 - 2008 Registered Representative @ O'Malley & Associates
- 2002 - 2004 Relationship Manager @ Baker 500, LLC
- 2000 - 2002 VP-Sales @ Financeware
- 1998 - 2000 Call Center Leader @ First Union/Wachovia
Trish Overton Education
- Averett University
BS (Business Administration)
- Bay Port High School
- Western Wisconsin Technical College
Associates (Marketing)
Trish Overton Skills
- Customer Service
- Insurance
- Strategic Planning
- CRM
- Management
- Sales Management
- Coaching
- Investments
- Marketing
- Leadership
Trish Overton Summary
Trish Overton, based in Atlanta, GA, US, is currently a Advisor Services Manager at Apella Capital - Atlanta. Trish Overton brings experience from previous roles at Calandra Financial Group, Calandra Financial, Wealth Financial Group and Navisis Financial. Trish Overton holds a BS in Business Administration @ Averett University. With a robust skill set that includes Customer Service, Insurance, Strategic Planning, CRM, Management and more. Trish Overton has 3 emails on RocketReach.
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