Principal Account Manager@ USA Financial
Grand Rapids, Michigan, United States
Emily A. Verlinde
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Davenport University
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FlashIntel GPTEmily A. Verlinde is a Principal Account Manager at USA Financial with 16.1 years of experience in banking, loans, sales, and relationship management. She has a strong background in finance, social networking, and data analysis. Emily has worked at various financial institutions, including Macatawa Bank and PNC, where she held positions such as Senior Relationship Manager and Licensed Financial Consultant. She is skilled in financial services, retirement planning, and portfolio management. Emily is based in the United States and has a proven track record in regulatory compliance and suitability analysis.
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About
Principal Account Manager at USA Financial
Work Experience
Principal Account Manager
Financial Services
Emily A. Verlinde's Professional Milestones
- Senior Relationship Manager - Retail Investments (2011-05-01~2014-04-01): Building strong relationships with suppliers and delivering exceptional investment strategies for maximum investment satisfaction.
- Licensed Financial Consultant (2007-09-01~2010-01-01): Guided clients through complex financial challenges, helping them achieve their goals and develop strategic financial plans.
Education
Skill
Banking
Loans
Sales
Relationship Management
Finance
Social Networking
Credit
Staff Development
Data Analysis
Operations Management
Microsoft Excel
Microsoft Office
Insurance
Retirement Planning
Portfolio Management
Investments
Morningstar
General Securities Principal
Regulatory Compliance
Suitability Analysis
Certification
Colleagues
Mike Walters
ceo of usa financial + host of the rare advisor trending report & members only buzz
Mark Mersman
Chief Marketing Officer
Will Bachert
cfo at usa financial corporation
Mark Mersman
Chief Marketing Officer
Matt Hoogterp
business development vp at usa financial
Other Named Emily A. Verlinde
Frequently asked questions
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Emily A. Verlinde works for USA Financial
Emily A. Verlinde's role in USA Financial is Principal Account Manager
Emily A. Verlinde works in the industry of Financial Services
Emily A. Verlinde's colleagues are Mike Walters,Mark Mersman,Will Bachert
Emily A. Verlinde's latest job experience is Principal Account Manager at USA Financial
Emily A. Verlinde's latest education in Davenport University
