Meggan Fields is a high-level professional, that works in Bank of America as a Personal Banker since 2012. This expert has earned professional experience in more than seven positions at various companies. Meggan Fields went to the Sierra College and got education from 2003 to 2007. Citrus Heights, California is the city, where this person was lastly known to be located. Meggan's email address and number are accessed through this website on demand.
Name variants:
Meggan Fields
Contact Information
Last Update
Jun 22, 2022
Email
me**@gmail.com, me**@gmail.com, me**@wellsfargo.com
Location
Citrus Heights, CA
Company
Bank of America
Workplace
Personal Banker
Work History
National Life, Health, Variable annuities broker
Gold River, CA
• Responsible for "pre-qualifying" prospective clients per-medical underwriting and health conditions, requiring consistent education on state to state mandates.
• Individually licensed with...
Apr 2007 — May 2011
Front Office Manager
• Coordinated schedule for staff of 16; held daily training meetings with new agents
• Primary contact for VIP/Celebrity guests. Managed requests to ensure guest satisfaction.
• Developed an...
2003 — 2005
Education
2003 — 2007
Occupations
Executive
Chief Administrative Officer
Financial Broker
Banker
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Sales Representative
Sales Agent
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Team Building
Branch Banking
Insurance
Medicare
Sales
Customer Satisfaction
Investments
Mortgage Lending
Team Leadership
Finance
Strategic Planning
Wealth Management
Sales Management
Outlook
Underwriting
Strategic Financial Planning
Inclusive Resorts
Microsoft Office
Microsoft Word
Employee Relations
Marketing
Microsoft Excel
Risk Management
Credit
Training
Customer Service
Management
Private Banking
Health Insurance
Call Centers
Loans
Recruiting
Employee Benefits
I began my career at the world renowned Claremont resort And Spa where within 3 months was promoted from front desk to the head Manager of the companies entire front office. Making me the youngest manager ever to this date at the 120 year old establishment. This brought me into contact on a daily basis with VIPs including royalty and stars of the film and music industries. Deciding to diversify my skills
I went on to obtain my certificates and credentials for Insurance annuities/stock/bonds & risk assessment. Moving across country to Cleveland
Ohio
Inmaintained an office in the downtown financial district (Tower City) as a financial adviser for Mass Mutual. This while privately licensed
I ran a business in Health & Life insurance Sales with American Republic from my home.