Dana Zimmerman

Operations Support Team Leader at Concorde Investment Services
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Mill, South Carolina, United States, US
Skills

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Bio

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Credentials

  • Certified Paralegal (CP)
    University of North Carolina at Charlotte
    May, 2005
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
  • Series 6
    FINRA
  • Series 63
    FINRA

Experience

  • Concorde Investment Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Support Team Leader
      • Aug 2022 - Present

      Concorde and I are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Concorde and I are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • May 2020 - Jul 2022

      Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.

  • Vintner Wine Market
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Bartender
      • Feb 2015 - May 2020

  • Jeffrey G Dalrymple Attorney at Law
    • Matthews, North Carolina
    • Bankruptcy Paralegal
      • Jun 2012 - Feb 2015

Education

  • Penn State World Campus
    Finance, Banking, Corporate, Finance, and Securities Law
    2019 - 2023
  • University of North Carolina at Charlotte
    English and Paralegal
    2003 - 2005

Community

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