Cory Wolfe
800 Alexan Dr. Apt 104, Durham,NC
Summary
I am an experienced Financial Advisor who has been in the industry for two years. I have a holistic view of finance, having served in several capacities within the realm of finance over the last 7 years. I am looking for a company with which I can exercise my talents and advance my career.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisory Services Representative
State Employees’ Credit Union
05.2022 - Current
- Make recommendations for new and existing clients
- Solicit new business
- Complete trades/deposits/withdrawals/distributions/rollovers/etc
- Presentations at events such as advisory board meetings, branch employee training, community/member focused events
- Work reports to ensure accounts remain compliant and adhere to policy.
Financial Services Officer
State Employees’ Credit Union
11.2017 - 05.2022
- Opening/servicing accounts
- Consumer loan applications/servicing
- Real estate loan applications/processing/closing
- Collections
- Tax Preparation
- Leasing and servicing safe deposit boxes
- Title processing/tracking
- Auditing duties as assigned.
Education
BS - Business Administration -
University of North Carolina At Greensboro
Greensboro, NC06.2016
Associate of Arts - Music Education
Sandhills Community College
Pinehurst, NC12.2013
Certification
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- NC Long Term/Medicare Insurance
- NC Life Insurance
- NC Personal Lines Insurance
- NC Accident/ Health Insurance
Timeline
Financial Advisory Services Representative
State Employees’ Credit Union
05.2022 - Current
Financial Services Officer
State Employees’ Credit Union
11.2017 - 05.2022
BS - Business Administration -
University of North Carolina At Greensboro
Associate of Arts - Music Education
Sandhills Community College
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