Professional Records
Lawyers & Attorneys
Courtney Haftmann Phones & Addresses
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Kingston Springs, TN
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Nashville, TN
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Spring Hill, TN
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Downsville, LA
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West Monroe, LA
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Niles, MI
Work
Company:
Pinnacle financial partners Mar 2019
Position:
Trust portfolio advisor
Education
School / High School:
Cannon Financial Institute 2018 to 2019
Skills
Quickbooks • Access • Microsoft Word • Accounting • Financial Statements • General Ledger • Deposits • Accounts Payable • Powerpoint • Internet Explorer • Financial Analysis • Credit • Banking • Accounts Receivable • Account Reconciliation • Customer Service • Research • Microsoft Excel • Microsoft Office • Organizational Effectiveness • Management • Time Management
Interests
Children • Environment • Education • Poverty Alleviation • Disaster and Humanitarian Relief
Industries
Banking
Resumes
Resumes
Trust Portfolio Advisor
View pageLocation:
Nashville, TN
Industry:
Banking
Work:
Pinnacle Financial Partners
Trust Portfolio Advisor
Regions Bank Jul 2014 - Dec 2016
Trust Assistant at Regions Financial Corporation
Regions Bank Aug 2011 - Jul 2014
Branch Service Leader
One Penny Time Aug 2005 - Sep 2007
Clerk and Manager
Street & Street, Inc. Jul 2003 - Aug 2005
Receptionist and Paralegal Assistant
Trust Portfolio Advisor
Regions Bank Jul 2014 - Dec 2016
Trust Assistant at Regions Financial Corporation
Regions Bank Aug 2011 - Jul 2014
Branch Service Leader
One Penny Time Aug 2005 - Sep 2007
Clerk and Manager
Street & Street, Inc. Jul 2003 - Aug 2005
Receptionist and Paralegal Assistant
Education:
Cannon Financial Institute 2018 - 2019
Louisiana Tech University 2005 - 2010
Bachelors, Bachelor of Science, Accounting West Monroe High School 1997 - 2001
Louisiana Tech University 2005 - 2010
Bachelors, Bachelor of Science, Accounting West Monroe High School 1997 - 2001
Skills:
Quickbooks
Access
Microsoft Word
Accounting
Financial Statements
General Ledger
Deposits
Accounts Payable
Powerpoint
Internet Explorer
Financial Analysis
Credit
Banking
Accounts Receivable
Account Reconciliation
Customer Service
Research
Microsoft Excel
Microsoft Office
Organizational Effectiveness
Management
Time Management
Access
Microsoft Word
Accounting
Financial Statements
General Ledger
Deposits
Accounts Payable
Powerpoint
Internet Explorer
Financial Analysis
Credit
Banking
Accounts Receivable
Account Reconciliation
Customer Service
Research
Microsoft Excel
Microsoft Office
Organizational Effectiveness
Management
Time Management
Interests:
Children
Environment
Education
Poverty Alleviation
Disaster and Humanitarian Relief
Environment
Education
Poverty Alleviation
Disaster and Humanitarian Relief