Paulette Farquhar
About Paulette Farquhar
Paulette Farquhar serves as the Elite Partners Relationship Manager at Concourse Financial Group, where she has worked since 2014. She holds a Bachelor of Business Administration from the University of Montevallo and possesses multiple FINRA licenses, demonstrating her expertise in securities and investment advisory.
Current Role at Concourse Financial Group
Paulette Farquhar serves as an Elite Partners Relationship Manager at Concourse Financial Group. She has held this position since 2014, contributing to the management of elite partner relationships for nearly a decade. Her role involves fostering strong partnerships and ensuring effective communication between the firm and its elite partners, which is essential for maintaining high standards of service and support.
Previous Experience at Concourse Financial Group
Before her current role, Paulette Farquhar worked as an Internal Practice Management Consultant at Concourse Financial Group from 2021 to 2022. During her time in this position, she focused on enhancing practice management strategies and improving operational efficiencies within the firm. This experience further developed her skills in relationship management and consulting.
Education and Qualifications
Paulette Farquhar earned a Bachelor of Business Administration (BBA) degree from the University of Montevallo, where she studied Business Administration and Management. Her educational background has provided her with a solid foundation in business principles, which she applies in her professional roles.
Licenses and Certifications
Paulette Farquhar holds multiple FINRA licenses, including Series 7, Series 66, and Series 24. Additionally, she possesses Life, Health, and Variable Licenses in the state of Alabama. These certifications demonstrate her extensive expertise in securities and investment advisory, enabling her to provide informed guidance to clients and partners.