Financial Advisor | Consultant@ Creative Financial Services Inc
Colorado Springs, Colorado, United States
Shari Carlson
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Regis University
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Tell me more about Shari Carlson?
FlashIntel GPTShari Carlson is a highly experienced financial advisor and consultant with 11.1 years of work experience. She possesses a wide range of skills including financial planning, customer experience, life insurance, and health psychology. Shari is detail-oriented and has a strong background in mental health and time management. She is known for her attention to detail and organizational behavior. Shari has worked in various roles, including as a financial advisor and consultant, Licensed Administrative Assistant, and Director of General Management. She is dedicated to helping clients make informed decisions for their financial future.
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About
In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. I help clients make informed decisions for about their financial future. It is not about saying what to do, it is about providing tools and being a cheerleader for financial success.
Work Experience
Financial Advisor | Consultant
Financial Services
Shari Carlson's Professional Milestones
- Financial Advisor (2019-02-01~): Provided personalized financial guidance, optimizing client's financial strategies and guiding them towards successful financial decisions.
- Relationship Banker (2012-10-01~2019-02-01): Successfully managed high-profile clients and increased client satisfaction through effective negotiation and personal development.
Education
Masters,
Organizational Management,
Applied Psychology,
Bachelors,
Non-profit/public/organizational Management
2012-2014Skill
Financial Planning
Customer Experience
Life Insurance
Iras
Health Psychology
Mental Health
Time Management
Microsoft Word
Social Psychology
Adolescent Health
Research
Microsoft Office
Team Oriented
Highly Detail Oriented
Organizational Behavior
Powerpoint
Relationship Management
Cash Handling Experience
10 Key
Customer Service
Microsoft Excel
Teamwork
Banking
Deposits
Data Entry
Credit
Sales
Cash Management
Retail Banking
Risk Management
Outlook
Cross Selling
Retail
Accounts Payable
Credit Cards
Forecasting
Telephone Skills
Training
Inventory Management
Critical Thinking
Money
Inventory Control
Customer Focused Service
Data Analysis
Multi Line Phone
Clerical Skills
Hospitality
Phone Etiquette
Schedules
Fast Paced
Non Profit Volunteering
Nonprofit Organizations
Non Profit Boards
Fundraising
Certification
Other Named Shari Carlson
Frequently asked questions
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We found 2 Shari Carlson's phone numbers
Shari Carlson works for Creative Financial Services Inc
Shari Carlson's role in Creative Financial Services Inc is Financial Advisor | Consultant
Shari Carlson works in the industry of Financial Services
Shari Carlson's latest job experience is Financial Advisor | Consultant at Creative Financial Services Inc
Shari Carlson's latest education in Regis University
