Sharnelle Grimes, Financial Services Administrator

Sharnelle.grimes@">proplanners.org

She began working for Professional Planning in July 2015. She mainly supports all financial advisors in client servicing and annuities.

Background:

  • Worked at a branch of Allstate Insurance where she attended to client servicing, policy reviews, and home and auto quoting.
  • Worked part-time as a financial planning assistant at Lighthouse Planning Consultants where she assisted in creating financial portfolios for the advisors to take to client meetings and extracted information from sources such as eMoney and Morningstar.

Education:

2015, Temple University; Finance.