Sandy
Cummins
Financial Services Coordinator
Business Mission
- To greet each of our clients in a friendly, professional manner, understanding that each client has different service preferences and needs
- To follow through on all inquiries in a professional manner achieving the best possible outcome
- To plan client events that are educational, informative and most of all, enjoyable
- To ensure accuracy, security and confidentiality of all record management in accordance with current industry and compliance guidelines
- To provide strategies to deal with the foibles of Mary, Doug, Peak's Alliances and Peak Service Partners
- To serve as an enthusiastic and thoughtful member of our entire team
Business Experience
- Entire professional career has been devoted to the financial services industry, working with a mutual fund company, national broker/dealers and registered advisory firms
- All prior positions have been client-centric, serving both individual and institutional clients
Credentials and Education
- Passed the FINRA Series 7, Series 10, and Series 63 exams
- Ready to tackle life, health, disability and long-term care insurance courses and exams
Professional Memberships
- Habitat for Humanity
- Red Cross Disaster Relief
- The Adoption Exchange
- National Neighborhood Watch
Fun Facts
- Enjoys gardening – flower beds (not so much vegetables)
- Likes to fish and spend time in the mountains, but not a camper - more of a glamper type
- Would love to own a small travel trailer one day and travel to the National Parks