| EXPERIENCE |
|
| Personal Finances Management,
Owner |
April
1999 - Present |
| Chapel Hill, NC |
|
- Provide
management of day-to-day finances for older adults
- Liaise
with clients and their families to obtain community resources
- Assist
local business professionals to diversify their
client support systems
|
|
| Bank of America Corp.,
Assistant Vice President |
May 1997 -
September 1998 |
| Chapel Hill, NC |
|
- Managed local banking center's
sales and services
- Supported an award-winning
sales staff in achieving
Corporate benchmark goals
|
|
| NationsBank Corp., Consumer
Banker |
July 1989 - May 1997 |
| Chapel Hill,
NC |
|
- Established and maintained customer
relationships
- Named Triangle sales leader in lending
and new accounts
|
|
| EDUCATION
and CERTIFICATIONS |
|
| Professional
Daily Money Manager (PDMM)
Certified
Senior Advisor (CSA) - Inactive membership
|
November
2007
April 2001
|
|
B.A. - Psychology, University
of North Carolina at Chapel Hill |
December 1992
|
- Member, National Honor Society in
Psychology-Psi Chi
|
|
| AFFILIATIONS |
|
- Member, American Association of Daily
Money Managers (AADMM)
- Board of
Directors Member, Project Compassion
- Committee
Member, AADMM Certification Study Guide
|
|
|
PERSONAL FINANCES MANAGEMENT
PO Box 2413
Chapel Hill, NC 27515-2413
Office Location-
1829 East Franklin Street
Suite 100A
Chapel Hill, NC 27514
919-932-6822
pbrehler@mindspring.com
|
