PLANCO
Internal Wholesaler
The Home Depot May 2000 - Aug 2005
Service Center
Education:
Saint Joseph's University 2006 - 2009
Masters of Business Administration, Finance
West Chester University of Pennsylvania 1999 - 2003
Bachelor of Arts, Communication Studies
Skills:
Series 63 Series 6 Fixed Annuities Sales Mutual Funds Life Insurance 401K Retirement Customer Service Life Insurance Licensed Project Management Business Relationship Management Customer Relationship Management Financial Services Product Management Securities Program Management Customer Experience Customer Satisfaction Wealth Management Account Management Trading Wholesale Relationship Building Coaching Training Leadership Customer Service Management Customer Support Team Leadership Management Phone Etiquette Skilled Multi Tasker Employee Training Customer Service Operations Customer Focused Service Variable Annuities