Years of experience: 40

Data EntryData Entry AssociateData Entry SpecialistDocument ProcessorAdministrative AssistantTyping Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Phyllis's Career Path
Manager, Wealth Client ServiceJan. 2020 -
Present
CAPTRUSTManager, Wealth Client Service
Raleigh, North Carolina
Operations DirectorOct. 2018 -
May. 2019
DMJ Wealth Advisors, LLCOperations Director
Greensboro/Winston-Salem, North Carolina Area
Vice President, Wealth Ops and Trust ManagerJan. 2012 -
Oct. 2018
CommunityONE Bank, NAVice President, Wealth Ops and Trust Manager
Manage Trust and Investment Management Operations for Wealth Management and Trust clients.