April Terry Reavy started their work experience in March 1997 as a Customer Service Representative at Prudential Financial. April Terry demonstrated a strong focus on customer satisfaction and adaptability. April Terry then progressed to the role of Broker Services, where they handled escalated calls and transactions. In April 2004, they became an Annuity Specialist, focusing on improving knowledge and accuracy through classes and reports. April Terry later became a Problem Resolution Analyst, leveraging disagreements and addressing important issues to develop customer-focused solutions. From January 2014 to August 2016, they served as a Tax Analyst, providing risk-based decisions and collaborating to increase tax compliance. In November 2016, they joined Lincoln Investment as an Assistant Branch Administrator. April Terry remains in this role, associated with Lincoln Investment as a Registered Investment Adviser and Broker Dealer.
April Terry Reavy graduated from DeSales University in 1996 with a Bachelor of Science (B.S.) degree in Business/Corporate Communications. In terms of additional certifications, they obtained the FINRA Series 26 - Investment Company and Variable Contracts Products Principal License in January 2017, and the FINRA Series 6 - Investment Company Variable Products Registered Representative in July 1997. It is not specified when or where they obtained the FINRA Series 63 - Uniform Securities Agent State Law Examination certification.
Sign up to view 0 direct reports
Get started