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Tiffany Troyer

Teller

84 followers

United States

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Timeline
About me
Senior Client Services Manager at Pleasant Wealth, LLC
Education
- Dalton High School
  -
- The Art Institutes
  2000 - 2002
  Associate of Science - AS
- The Art Institutes
  2002 - 2004
  Bachelor of Science - BS
Experience
- Dollar Bank
  Aug 2001 - May 2003
  Teller
- Citizens Bank
  Jan 2004 - Jan 2006
  Sales & Service Representative
- MetLife
  Mar 2007 - Jan 2013
  - Investment Adviser Representative
    Oct 2011 - Jan 2013
  - Personal Marketing Assistant
    Mar 2007 - Oct 2011
- Leonard Insurance Services Agency Inc. | An Assured Partners Company
  May 2013 - Jul 2016
  Group Benefits Account Manager
- Wells Fargo Advisors
  Jul 2016 - Dec 2021
  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
  - PCG Senior Registered Client Associate
    Feb 2021 - Dec 2021
  - Registered Client Associate
    Sept 2020 - Feb 2021
  - Client Associate
    Jul 2016 - Sept 2020
- Pleasant Wealth, LLC
  Dec 2021 - Mar 2025
  Senior Client Services Manager
Licenses & Certifications
- Securities Industry Essentials (SIE)
  FINRA
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  Ohio Department of Insurance
- Series 7
  FINRA
- Series 66
  FINRA
Volunteer Experience
- Volunteer
  Issued by Junior Achievement USA
  Associated with Tiffany Troyer

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