Jill Wagner
Member Outreach Specialist at Piedmont Advantage Credit Union- Claim this Profile
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Credentials
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Series 7 and Series 63 licenses
Financial Industry Regulatory Authority (FINRA)
Experience
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Piedmont Advantage Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Member Outreach Specialist
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Aug 2021 - Present
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Novatech, Inc.
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United States
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IT Services and IT Consulting
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300 - 400 Employee
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Outside Sales Representative
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Apr 2019 - Jun 2020
Prospected for new business via cold calling, phone, email, and networking events. Maintained existing customer base with exceptional customer service.
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Outside Sales Representative
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Jul 2016 - Apr 2019
Prospected for new business via cold calling, phone, email, and networking events. Maintained existing customer base with exceptional customer service.
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Stifel Financial Corp.
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United States
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Financial Services
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700 & Above Employee
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Outside Sales Representative
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Aug 2014 - Feb 2016
Sales - Institutional Fixed Income Markets Sales - Institutional Fixed Income Markets
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Raymond James
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United States
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Financial Services
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700 & Above Employee
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Registered Sales Assistant
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Apr 2012 - Jul 2014
Sales - Institutional Fixed Income Capital Markets Sales - Institutional Fixed Income Capital Markets
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Morgan Keegan
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United States
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Financial Services
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1 - 100 Employee
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Registered Sales Assistant
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Sep 1996 - Mar 2012
Sales - Institutional Fixed Income Capital Markets ('98-'12) Mutual Fund Operations ('96-'98) Sales - Institutional Fixed Income Capital Markets ('98-'12) Mutual Fund Operations ('96-'98)
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Education
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The University of Memphis
Bachelor of Business Administration (BBA), International Business