Jenny R Elstein
age ~48
from Raleigh, NC
- Also known as:
-
- Jenny Rebecca Elstein
- Jenny Rebecca Conover
- Jenny R Conover
- Phone and address:
- 12112 Inglehurst Dr, Raleigh, NC 27613
Jenny Elstein Phones & Addresses
- 12112 Inglehurst Dr, Raleigh, NC 27613
- 6725 Hammersmith Dr, Raleigh, NC 27613
- Durham, NC
- Chesapeake, VA
- Virginia Beach, VA
- Orem, UT
- South San Francisco, CA
Work
-
Company:Principal financial groupJan 2006
-
Position:Client service manager
Education
-
School / High School:College of San Mateo
Skills
Financial Services • Mutual Funds • Series 7 • Series 63 • Retirement • Business Planning • Insurance • Defined Benefit • Customer Service • Relationship Management • Client Services • Administration • Customer Relations • Investments • Account Management • Wealth Management Services • Microsoft Excel • Series 6 • Securities • Outlook • Microsoft Office • Non Qualified Deferred Compensation • 409A • Process Improvement • Operational Analysis • Business Analysis • Excel • Problem Solving • Word • Research • Powerpoint • Series 65 • Client Service • Project Management • Business Process Improvement • Operational Excellence • Operations Management • Operational Planning
Languages
English • Spanish
Ranks
-
Certificate:Nc Life & Health Insurance License
Industries
Financial Services
Resumes
Investment Advisor
view sourceLocation:
6725 Hammersmith Dr, Raleigh, NC 27613
Industry:
Financial Services
Work:
Principal Financial Group since Jan 2006
Client Service Manager
Merrill Lynch Feb 2004 - Jan 2006
Registered Client Associate
SBC Apr 2003 - Jan 2004
Customer Service Representative
Smith Barney Mar 1998 - Apr 2003
Registered Sales Assistant
Client Service Manager
Merrill Lynch Feb 2004 - Jan 2006
Registered Client Associate
SBC Apr 2003 - Jan 2004
Customer Service Representative
Smith Barney Mar 1998 - Apr 2003
Registered Sales Assistant
Education:
College of San Mateo
Skills:
Financial Services
Mutual Funds
Series 7
Series 63
Retirement
Business Planning
Insurance
Defined Benefit
Customer Service
Relationship Management
Client Services
Administration
Customer Relations
Investments
Account Management
Wealth Management Services
Microsoft Excel
Series 6
Securities
Outlook
Microsoft Office
Non Qualified Deferred Compensation
409A
Process Improvement
Operational Analysis
Business Analysis
Excel
Problem Solving
Word
Research
Powerpoint
Series 65
Client Service
Project Management
Business Process Improvement
Operational Excellence
Operations Management
Operational Planning
Mutual Funds
Series 7
Series 63
Retirement
Business Planning
Insurance
Defined Benefit
Customer Service
Relationship Management
Client Services
Administration
Customer Relations
Investments
Account Management
Wealth Management Services
Microsoft Excel
Series 6
Securities
Outlook
Microsoft Office
Non Qualified Deferred Compensation
409A
Process Improvement
Operational Analysis
Business Analysis
Excel
Problem Solving
Word
Research
Powerpoint
Series 65
Client Service
Project Management
Business Process Improvement
Operational Excellence
Operations Management
Operational Planning
Languages:
English
Spanish
Spanish
Certifications:
Nc Life & Health Insurance License
Series 7
Series 63
Series 65
Series 7
Series 63
Series 65
Get Report for Jenny R Elstein from Raleigh, NC, age ~48