Resumes
Resumes

Advisory Operations Specialist
View pageLocation:
Phoenix, AZ
Industry:
Financial Services
Work:
Personal Capital Mar 2017 - Feb 2019
Senior Operations Associate - Private Client
Charles Schwab Apr 2014 - Mar 2016
Client Service Professional
Wealth Watch Advisors Apr 2014 - Mar 2016
Advisory Operations Specialist
Senior Operations Associate - Private Client
Charles Schwab Apr 2014 - Mar 2016
Client Service Professional
Wealth Watch Advisors Apr 2014 - Mar 2016
Advisory Operations Specialist
Education:
Arizona State University 2006 - 2011
Bachelors, Bachelor of Arts, Communication, Interdisciplinary Studies, Communications
Bachelors, Bachelor of Arts, Communication, Interdisciplinary Studies, Communications
Skills:
Customer Service
Social Media Marketing
Microsoft Excel
Leadership
Sales
Microsoft Office
Training
Marketing
Professional Communication
Powerpoint
Time Management
Public Speaking
Interpersonal Communication
Social Media
Database Management
Social Media Marketing
Microsoft Excel
Leadership
Sales
Microsoft Office
Training
Marketing
Professional Communication
Powerpoint
Time Management
Public Speaking
Interpersonal Communication
Social Media
Database Management
Languages:
English