Jennifer Fensley, CFP®

Wealth Management Advisor & Wealth Management Director at CapSouth Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Huntersville, North Carolina, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Retirement Plans Specialist℠ or CRPS® Professional Designation
    College for Financial Planning
    Oct, 2020
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Apr, 2019
    - Oct, 2024

Experience

  • CapSouth Wealth Management
    • Charlotte, North Carolina
    • Wealth Management Advisor & Wealth Management Director
      • Mar 2017 - Present

      • Retirement planning • Financial planning • Wealth management • Estate planning • Corporate 401k consulting • Insurance analysis • Retirement planning • Financial planning • Wealth management • Estate planning • Corporate 401k consulting • Insurance analysis

  • Spectrum Brands, Inc
    • Charlotte, North Carolina Area
    • Senior Director of Sales
      • Oct 2013 - Jan 2017

      • Turnaround business leader • Strategic business development for white space channels and retailers • Team Lead • Profitable sales driver • Turnaround business leader • Strategic business development for white space channels and retailers • Team Lead • Profitable sales driver

  • Suncast Corporation
    • Huntersville, NC
    • Account Executive
      • Jun 2012 - Oct 2013

      • Led transition from third party rep group representation to direct account management • Complete account management responsibilities including P&L • Strategic business planning • Led transition from third party rep group representation to direct account management • Complete account management responsibilities including P&L • Strategic business planning

  • Valspar
    • Mooresville, NC
    • Senior Category Manager - Lowe's Team
      • Nov 2011 - Jun 2012

      • Responsible for bulk paint category • Led implementation of Lowe’s Color Studio • Led sales and store execution of Valspar Love Your Color Guarantee at Lowe’s • Developed business plans for future growth and account management • Developed internal and external training and communication program • Responsible for bulk paint category • Led implementation of Lowe’s Color Studio • Led sales and store execution of Valspar Love Your Color Guarantee at Lowe’s • Developed business plans for future growth and account management • Developed internal and external training and communication program

  • Spectrum Brands - Lawn & Garden Division
    • Mooresville, NC
    • Business Manager - Lowe's Team
      • Nov 2005 - Oct 2011

      • Began as Marketing Manager and promoted to Senior Marketing Manager in December 2007 • Promoted to Business Manager in October 2010 • Managed sales for Lowe’s and additional strategic accounts • Led new cleaning category development and sold into Lowe’s exclusively • Began as Marketing Manager and promoted to Senior Marketing Manager in December 2007 • Promoted to Business Manager in October 2010 • Managed sales for Lowe’s and additional strategic accounts • Led new cleaning category development and sold into Lowe’s exclusively

  • GMR Marketing
    • Charlotte, North Carolina
    • Account Executive - Lowe's
      • Mar 2004 - Nov 2005

      • Sports marketing account management focused on the Lowe's racing program • Sports marketing account management focused on the Lowe's racing program

  • University of North Carolina at Charlotte
    • Charlotte, North Carolina
    • Professor of Public Speaking
      • Aug 2003 - May 2004

Education

  • The University of Georgia
    Bachelor of Arts, and Mass Communication; Journalism
  • Florida State University
    Master of Arts, Mass Communication

Community

You need to have a working account to view this content. Click here to join now