Carolyn Sue Strang

Carolyn Sue Strang
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Carolyn Sue Strang's Biography

Type Of Business:
1) Financial services firm 2) Residential housing company
Marketing Area:
1) Local 2) Local
Expertise:
Financial investments; Retirement planning; Operations
Major Product/SVS:
1) Retirement planning services; Mutual funds and investment services 2) Residential housing for developmentally challenged adults
Hobbies/Sports:
Reading; Overseeing Labelle; Music; Walking
Education Degrees:
Master's Degree in Education, Ohio University (1970); Bachelor's Degree in Elementary Education, Ohio University(1963)
Affiliations Awards:
Delta Sigma Theta Sorority, Inc.; Sports World Inc.
Industry:
Finance
Date of Distinction:
5/25/2011
Number Of Years In Profession:
23
Number Of Years In Current Position:
5
What Does He/She Attribute Success To:
She attributes her success to her faith in the Lord Jesus Christ.
Why did you become involved in your profession or industry?:
She became involved in her profession because she wanted to experience something different.
Extended Bio Profile:
Ms. Strang has worked in the financial services industry since 1988. After a successful 30-year classroom career, she became a finance professional. She helps families plan for their futures by providing them with insurance, life and long-term care, medical insurance and personal income tax services.
Position Responsibilities and Duties:
1) Overseeing the securities of the business; Ensuring that all services are in compliance with applicable guidelines and regulations; Educating her clients on finance management strategies; Utilizing MoneyMap WebPro and other online finance management programs
2) Overseeing the operations of the four rental properties, three of which are designated for adult developmentally challenged individuals
Education Certifications:
Reading Specialist Certificate, Ohio University (1970); Life and Health License; Property and Casualty License; Series 6 License; Series 63 License; Series 26 License
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