Terri Havenstrite

Registered Assistant at Hamilton Financial Partners

With work experience over 11 years, Terri Havenstrite is nowadays working at Hamilton Financial Partners as a Registered Assistant at Hamilton Financial Partners. This person can be found in Tulsa, Oklahoma. To contact directly Terri, you can search for their phone or email or receive additional info by requesting access to the professional's further details through SoftwareOfficial.
Name variants:
Teresa Havenstrite
Last updated Jun 09, 2024

Contact Information

Last Update
Jul 3, 2022
Email
te**@gmail.com
Location
Tulsa, OK

Workplace

Registered Assistant at Hamilton Financial Partners

Industry

Investment Management

Work History

Registered Assistant at Hamilton Financial Partners

Registered Assistant at Hamilton Financial Partners
from Aug 1, 2011

Registered Client Service Associate

Jun 2005 — Aug 2011

Assistant Banking Center Manager

Was responsible for running operational area of banking center. Managed three employees, performance evaluations, cash audits, educating staff in new policy and procedure. Keeping banking ce...
Jan 2000 — Jun 2005

Registered Assistant

Occupations

Supporting Member
Team Member

Skills

Banking
Credit
Crm
Wealth Management
Loans
Securities
Management
Auditing
Accounts Payable
Portfolio Management
Credit Cards
Series 63
Investments
Strategic Financial Planning
Funding
Asset Management
Series 7

FAQs about Terri Havenstrite

What's the main profession of Terri Havenstrite?

Terri is a Registered Assistant at Hamilton Financial Partners.

What jobs is Terri Havenstrite a professional at?

Terri is proficient at Supporting Member jobs.

Where does Terri Havenstrite currently live?

Tulsa, Oklahoma is the place where Terri Havenstrite lives

What is Terri's email?

The expert's email is te**@gmail.com.

Where did Terri Havenstrite work?

This expert worked at Hamilton Financial Partners, Private Wealth Management.

What is professional industry that Terri Havenstrite worked in?

Terri works in Investment Management industry.

What are special skills of Terri Havenstrite?

This person has such skills as Banking, Credit, Crm, Wealth Management, Loans, Securities, Management, Auditing, Accounts Payable, Portfolio Management, Credit Cards, Series 63, and Investments.
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