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Bio

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Thelma Palmer is a seasoned finance professional with 25 years of experience in sales, marketing, and customer service. She has held various roles, including Registered Sales Assistant, Financial Advisor, and District Manager, and has supported multiple financial advisors at the branch level. Palmer holds a Bachelor's degree in Accounting and Finance from City University of New York.

Experience

    • Expert Trader in Bitcoin and Crypto-currency
      • Mar 2014 - Present

    • Registered Sales Assistant
      • Sep 2004 - Aug 2013

      I support multiple financial advisors at the branch level. I assist with all customer investment and service needs. I directly assist with marketing initatives and business building projects.

    • Financial Advisor
      • Nov 1999 - Oct 2002

    • District Manager
      • Jul 1984 - Aug 1999

Education

  • 1977 - 1998
    City University of New York
    Bachelor's degree, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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