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Mandi Shelp

Group Home Manager

247 followers

Winterville, North Carolina, United States

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Timeline
About me
Regional Platform Sales Manager at First Citizens Investor Services
Education
- Owego Free Academy
  -
- Keuka College
  -
Experience
- ACHIEVE NY
  Nov 2003 - Jun 2007
  Group Home Manager
- BB&T
  Sept 2013 - Feb 2018
  - Branch Banker IV
    Jan 2016 - Feb 2018
  - Branch Banker III / Team Leader
    May 2015 - Jan 2016
  - Bank Teller
    Sept 2013 - May 2015
- First Citizens Bank
  Feb 2018 - Jan 2023
  Assisting my clients meet their financial goals in both their day to day banking and long term investment needs.
  - Financial Service Manager Platform Sales
    Jul 2020 - Jan 2023
  - Financial Services Representative Platform Sales
    Feb 2018 - Jul 2020
- First Citizens Investor Services
  Jan 2023 - now
  Regional Platform Sales Manager
Licenses & Certifications
- Series 24
  FINRA
  Jun 2023
- Series 6
  FINRA
- Series 66
  FINRA
- Series 7
  FINRA
  Mar 2023
- Series 63
  FINRA
Honors & Awards
- Awarded to Mandi Shelp
  Annual Olympian Award, 2014 -
- Awarded to Mandi Shelp
  Star Banker 2016 -

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