Resumes
Resumes
Portfolio Administrator
View pageLocation:
Akron, OH
Industry:
Financial Services
Work:
Cornerstone Capital Advisors
Portfolio Administrator
Equity Trust Company Mar 2015 - Nov 2017
Senior Qualified Plans Associate
Cbiz Jul 2014 - Feb 2015
Compliance Administrator
Cbiz Retirement Plan Services Nov 2011 - Jul 2014
Participant Service Specialist
Raymond James Dec 2006 - May 2009
Client Service Associate
Portfolio Administrator
Equity Trust Company Mar 2015 - Nov 2017
Senior Qualified Plans Associate
Cbiz Jul 2014 - Feb 2015
Compliance Administrator
Cbiz Retirement Plan Services Nov 2011 - Jul 2014
Participant Service Specialist
Raymond James Dec 2006 - May 2009
Client Service Associate
Education:
Akron East High School
Skills:
Mutual Funds
Microsoft Office
Financial Services
Defined Benefit
Pensions
Microsoft Excel
Investments
401K
Customer Service
Leadership
401 Retirement Savings Plans
Microsoft Office
Financial Services
Defined Benefit
Pensions
Microsoft Excel
Investments
401K
Customer Service
Leadership
401 Retirement Savings Plans
Michelle Jonke
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Michelle Jonke
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Michelle Jonke Akron, OH
View pageWork:
Raymond James & Associates, Inc
Clearwater, FL
2006 to 2009
Client Service Representative/Sales Assistant
Charles Schwab & Co., Inc
Gaithersburg, MD
2000 to 2006
Client Service Specialist
Charles Schwab & Co., Inc
Akron, OH
1999 to 2000
Retirement Participant Service Representative
Sterling Inc
Akron, OH
1992 to 1999
Customer Service Representative/Credit Authorization Specialist
Clearwater, FL
2006 to 2009
Client Service Representative/Sales Assistant
Charles Schwab & Co., Inc
Gaithersburg, MD
2000 to 2006
Client Service Specialist
Charles Schwab & Co., Inc
Akron, OH
1999 to 2000
Retirement Participant Service Representative
Sterling Inc
Akron, OH
1992 to 1999
Customer Service Representative/Credit Authorization Specialist
Education:
Hammel Business College
Akron, OH
1992
Diploma
East High School
Akron, OH
1991
Diploma
Akron, OH
1992
Diploma
East High School
Akron, OH
1991
Diploma
Skills:
Microsoft Outlook, Excel, Word and Explorer. Basic computer and printer troubleshooting training from Raymond James.