Deep Enrich
Paul DeCongilio, MBA
Teller/Personal Banker
296 followers
Durham, North Carolina, United States
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About me
Central Relationship Manager
Education
Western Carolina University
-Bachelor of Business Administration (BBA) Finance
Francis Lewis High School
-
East Carolina University
-Master of Business Administration (MBA) FinanceWestern Carolina University
-Bachelor of Science - BS Finance, General
Experience
Wells Fargo Bank
May 2012 - Feb 2015Teller/Personal Banker
Verizon Wireless
Feb 2015 - Jun 2016Solutions Specialist- Actively listened to understand customer needs and developed a customized solution specific to that customer. - Inspired and excited customers in terms of the technology solutions available to them.- Achieved and exceeded monthly sales quotas.
Merrill Lynch
Jun 2016 - Mar 2017Financial Advisor- Assisted in coordinating the financial affairs for a select group of clients in the triad area.- Planned and managed resources to run an optimal practice.- Recommended investment products and services that were suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
Wells Fargo Advisors
Apr 2017 - Mar 2021Registered Client Associate- Provides support for multiple financial advisors.- Provides information regarding procedural questions.- Acts as a back-up in taking and executing unsolicited investment orders from clients.
Wells Fargo
Mar 2021 - Dec 2021Securities Operations Specialist
Fidelity Investments
Jan 2023 - nowCentral Relationship Manager
Licenses & Certifications
.webp)
Series 66
Financial Industry Regulatory Authority (FINRA)Oct 2016
Series 10
FINRAMar 2025Series 9
FINRAApr 2025Series 7
Financial Industry Regulatory Authority (FINRA)Aug 2016
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