Location:
41 Boniello Dr, Mahopac, NY 10541
Industry:
Financial Services
Work:
Stifel Financial Corp.
Client Service Associate
Cornerstone Wealth Management A Mar 2015 - Sep 2015
Client Service Coordinator
Education:
The College of Westchester 1988 - 1989
Associates, Business Administration, Management, Business Management, Marketing, Business
Skills:
Investments
Financial Services
Retirement Planning
Customer Service
Mutual Funds
Series 7
Microsoft Office
Microsoft Excel
401K
Process Improvement
Insurance
Management
Retirement
Leadership
Finance