Tricia Fleming
Wealth Management Program Administrator
Tricia Fleming is a highly qualified professional, working in Investment Management Consultants Association main office of which is in 33. on the position of Wealth Management Program Administrator since 2000. This expert gained professional experience in more than three positions at different companies. Tricia Fleming went to the Queens College and received education there from 1993 to 1998. Denver, Colorado is the area, where this expert was known to be situated. Tricia's phone and email are easily accessed through this website on demand.
Name variants:
Patricia Fleming
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 11, 2022
Email
tf**@imca.org
Location
Denver, CO
Workplace
Wealth Management Program Administrator
Englewood, CO
Industry
Financial Services, Business Consulting, NEC
Colleagues
Work History
Wealth Management Program Administrator
5619 Dtc Pkwy SUITE 500, Greenwood Village, CO 80111
Jan 2000 — Aug 2015
Junior Underwritter
1 Mortgage Way, Mount Laurel, NJ 08054
Worked with Underwriters to process loan applications Worked on gathering all client information to close the loan
Sep 1997 — Nov 1999
Director Information Technology
5619 Dtc Pkwy, Englewood, CO 80111
Education
1993 — 1998
1986 — 1990
Skills
Public Speaking
Nonprofits
Management
Strategic Planning
Program Development
Mutual Funds
Leadership
Wealth Management
Series 7
Customer Service
Team Building
Time Management
Adult Education
E Learning