Whitney C. Rugg
Vice President-Mortgage Banker
Providence, Rhode Island, United States
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William Raveis Real Estate, Mortgage & Insurance
College of Charleston
1992-01-01-1997-01-01
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Contact info
1 email
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Work Experience
William Raveis Real Estate, Mortgage & Insurance
Primary
Shelton,Connecticut,United States
Vice President-Mortgage Banker
2023-01-01 ~ Present
Industry
Real Estate
Employees
4015
Bank of America
Charlotte,North Carolina,United States
Senior Financial Advisor(bfa)
2015-05-01 ~ 2016-10-01
Nottingham
Rocky Mount,North Carolina,United States
Director, Client Development
2011-01-01 ~ 2012-01-01
Director, Client Development
2011-01-01 ~ 2012-01-01
Mechtronics - Intelligent Marketing Solutions
Beacon,New York,United States
Account Executive
2008-05-01 ~ 2011-05-01
Embrace Home Loans
Middletown,Rhode Island,United States
Loan Officer-Financial Institutions Group
2021-02-01 ~ 2022-12-01
Senior Loan Officer
2003-05-01 ~ 2008-04-01
Education
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Skill
new business development
b2b
product development
account management
holistic financial planning
b2b marketing
client development
financial analysis
project coordination
project execution
leadership development
advertising research
client retention
retail banking
retail systems
client relationship building
consultative selling
consumer products
consultation
mortgage banking
mortgage planning
residential mortgages
project management
selling
marketing strategy
retail
crm
mutual funds
financial services
investments
alternative investments
portfolio management
wealth management
strategic financial planning
asset management
mortgage lending
series 7
retirement planning
securities
hedge funds
finance
asset allocation
relationship management
investment strategies
equities
investment advisory
etfs
loans
small business
series 63
retirement savings
financial advisory
insurance
401k rollovers
wealth preservation services
salesforce.com
analytical skills
team motivation
team leadership
microsoft excel
banking
Certification (11)
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Frequently asked questions
What is Whitney C. Rugg's email address?
We found 2 Whitney C. Rugg's email addresses
Which social media profiles does Whitney C. Rugg have?
Whitney C. Rugg's social media include: Linkedin,
What company does Whitney C. Rugg work for?
Whitney C. Rugg works for William Raveis Real Estate, Mortgage & Insurance
What is Whitney C. Rugg's role in William Raveis Real Estate, Mortgage & Insurance?
Whitney C. Rugg's role in William Raveis Real Estate, Mortgage & Insurance is Vice President-Mortgage Banker
Which industry does Whitney C. Rugg work in?
Whitney C. Rugg works in the industry of Real Estate
Who are Whitney C. Rugg's colleagues?
Whitney C. Rugg's colleagues are Lisa Carpenter,Suzanne Gallup,Daniel Farr
What is Whitney C. Rugg's latest job experience?
Whitney C. Rugg's latest job experience is Vice President-Mortgage Banker at William Raveis Real Estate, Mortgage & Insurance
What is Whitney C. Rugg's latest education?
Whitney C. Rugg's latest education in College of Charleston
Colleagues
