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Years of experience: 40
Data Entry
Data Entry Associate
Data Entry Specialist
Document Processor
Administrative Assistant
Typing Specialist
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Trust Score
Exceptionally trusted; proven professional excellence.
80
%
Phyllis's Career Path
Jan. 2020
-
Present
CAPTRUST
Manager, Wealth Client Service
Raleigh, North Carolina
Oct. 2018
-
May. 2019
DMJ Wealth Advisors, LLC
Operations Director
Greensboro/Winston-Salem, North Carolina Area
Jan. 2012
-
Oct. 2018
CommunityONE Bank, NA
Vice President, Wealth Ops and Trust Manager
Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
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