Paraplanner @ Trail Ridge Financial (December 2020 - December 2021)
Premier Banker @ (June 2019 - December 2020)
Personal Banker II, Officer @ (February 2018 - June 2019)
Personal Banker, Officer @ (July 2017 - February 2018)
Personal Banker @ (April 2016 - July 2017)
Customer Service and Sales Representative @ (June 2015 - April 2016)
Summer Intern @ (May 2014 - August 2014)
Dock Assistant @ The Bridge Tender Marina (May 2013 - August 2013)
William Creech Education
The University of Georgia
Master's degree (Financial Planning)
2020-2021
East Carolina University
Bachelor of Business Administration (BBA) (Risk Management and Insurance)
2011-2015
William Creech Skills
Leadership
Microsoft Office
Microsoft Word
Problem Solving
Marketing
Close Attention to Detail
Communication
Microsoft Excel
Team Leadership
Time Management
Customer Service
Organization
Sales
Always Punctual
William Creech Summary
William Creech, based in Raleigh, NC, US, is currently a Wealth Planning Strategist at First Citizens Bank. William Creech brings experience from previous roles at Trail Ridge Financial and Wells Fargo. William Creech holds a 2020 - 2021 Master's degree in Financial Planning @ The University of Georgia. With a robust skill set that includes Leadership, Microsoft Office, Microsoft Word, Problem Solving, Marketing and more. William Creech has 1 emails on RocketReach.
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