Assistant Director, Field Compliance at The O.N. Equity Sales Company
Location:
Cincinnati, Ohio
Industry:
Financial Services
Work:
The O.N. Equity Sales Company - The O.N. Equity Sales Company since Jul 2006
Assistant Director, Field Compliance
Fidelity Investments Nov 2003 - Jul 2006
401(k) Senior Plan Administration Manager
Fidelity Investments 1999 - 2003
Retirement Planning & Asset Retention
Education:
Xavier University
Wharton School, University of Pennsylvania 2012 - 2013
Bethesda School of Nursing 1990 - 1992
Skills:
Compliance Series 7 Customer Relations FINRA Securities Mutual Funds Risk Management Investments Auditing Series 24 Risk Problem Solving Process Improvement Customer Service Series 63
Csx
Labor and Employment Paralegal
Everbank
Litigation Paralegal Ii
Everbank Oct 2011 - Sep 2013
Priority Compliance Administrator
Everbank Jan 2007 - Apr 2011
Litigation Paralegal
Coldwell Banker Vanguard Realty, Inc. Nov 2003 - Nov 2009
Realtor
Education:
University of North Florida 1989 - 1991
Masters, Public Administration
Ramapo College of New Jersey
University of North Florida
Bachelors, Psychology, Political Science
Skills:
Banking Loans Credit Mortgage Lending Risk Management Mortgage Banking Credit Risk Financial Risk Retail Banking Commercial Banking Portfolio Management Corporate Litigation Paralegal Project Management Powerpoint Compliance Customer Service Executive Support Microsoft Word Microsoft Office Supervisory Skills Team Management Schedules Management Training Real Estate Process Improvement Leadership
Interests:
Beach Boating Project Management Litigation Real Estate Spending Time With My Family Legal Compliance
2006 to 2000 Merchandiser/Customer ServiceExact Economics (404-618-7958) Atlanta, GA Feb 2013 to May 2014 Head AssistantBeverage World
2010 to 2012 Cashier/Customer Service
Education:
Dacula High School Dacula, GA 2006 Diploma
Skills:
Constantly developing new techniques and acquiring new knowledge to assist customers/clients with decisions. Receive incoming calls from customers and business suppliers.
Looking for a home or land in Jacksonville, Florida? Call Suzanne for courteous, knowledgeable assistance. Suzanne has lived in the Jacksonville area since 1988. Her knowledge of this vast city is extensive. Her attention to detail is spot on. Suzanne has a strong legal and banking background which helps both buyers and sellers when preparing contracts and dealing with financing. Suzanne helps buyers and sellers get the best deal possible and make the home buying / selling experience a pleasurable one. Call Suzanne today! If you are looking for property outside of Jacksonville, still call Suzanne. Suzanne has real estate contacts from Seattle, Washington, to NY, NJ, Miami, Texas, all 50 states actually. If you need a referral to a real estate professional outside of the Northeast Florida area, Suzanne will find a realtor you can trust!