Resumes
Resumes
Client Service Manager
View pageLocation:
4 Greenshire Blvd, Schwenksville, PA 19473
Industry:
Financial Services
Work:
Ascensus
Client Service Manager
Ascensus Oct 2016 - Apr 2019
Senior Retirement Service Consultant
Thrive Financial Services, Llc Sep 2015 - Sep 2016
Client Relations Manager
Kades-Margolis Corporation Jul 2011 - Sep 2015
Registered Client Representative
Penn Mutual May 2010 - Jul 2011
Financial Service Professional
Client Service Manager
Ascensus Oct 2016 - Apr 2019
Senior Retirement Service Consultant
Thrive Financial Services, Llc Sep 2015 - Sep 2016
Client Relations Manager
Kades-Margolis Corporation Jul 2011 - Sep 2015
Registered Client Representative
Penn Mutual May 2010 - Jul 2011
Financial Service Professional
Education:
Shippensburg University of Pennsylvania 2004 - 2009
Bachelors, Bachelor of Science, Business Administration, Finance Perkiomen Valley High School 2001 - 2004
Bachelors, Bachelor of Science, Business Administration, Finance Perkiomen Valley High School 2001 - 2004
Skills:
Finance
Financial Services
Credit
Investments
Strategic Financial Planning
Asset Management
Erisa
Financial Services
Credit
Investments
Strategic Financial Planning
Asset Management
Erisa
Languages:
Spanish