Cheryl Vinson

Current Employers

Employment History

• 01/2016 → Present
  Bankers Life
  Greensboro, NC

Other Businesses

Trustee for an Irrevocable Trust for my [REDACTED] aunt in Greensboro NC. The Carolyn K Purcell Irrevocable and Supplemental Trust 5310 Solar Place Greensboro NC 27406. Not investment related. To provide for my aunt should she not have the means to care for herself financially through her social security income received. March 2008. 1-2 hours monthly to issue checks, deposit funds received from rental properties and record transactions then reconcile accounts as well as prepare reports once yearly for the tax preparer and the clerk of the court for Guilford County, NC Business Network International Position: Secretary/Treasury Nature: This is a networking organization. Members of the chapter meet together to educate one another on information about their business/services/products they sell or provide to clients. Members get to know each other and refer clients to each other after a trusting relationship is developed amongst members. There is also training provided on how to be a better prospector, improve communications skills, set attainable goals for your business, and more. These trainings are online and through zoom meetings. Investment Related: No Hours: 8 Securities Trading Hours: 6 Start Date: 10/01/2020 Address: 3859 Battleground Ave, Greensboro NC 27410, United States Description: To schedule chapter members as weekly speakers for chapter meetings. Collect quarterly membership dues, deposit into chapter check account and pay any bills related to the operation of the chapter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Other Names

• Cheryl Annette Purcell