Top Client Service Associates in Greater Atlanta Area
Lauren Downs
Sr. Client Service Associate
Greater Atlanta Area
Sr. Client Service Associate
Client Service Associate
Temporary Operations/ Administrative Assistant
Associate Financial Representative
Interior Designer
Junior Interior Designer
The University of Georgia
The University of Georgia, Study Abroad Program, Cortona, Italy
Milton High School
Recommendations: 5
PowerPoint
Outlook
AutoCAD
Photoshop
Internet Explorer
ASANA
Orion
Salesforce.com
l****[email protected]
Tracy Herrmann Teel, CFA
Growth Markets Operations & Business Strategy Manager
Greater Atlanta Area
Growth Markets Operations & Business Strategy Manager
Investment Consultant
Treasurer
Analyst
Client Service Associate
Wake Forest University
Recommendations: 1
Asset Allocation
Investments
Equities
Alternative Investments
Mutual Funds
Fixed Income
Investment Strategies
Portfolio Management
t****[email protected]
Benjamin Wedekind
Business Analyst
Greater Atlanta Area
Business Analyst
Integration Consultant
Director of Client Services | Client Service Associate
Lenox Mall Retail Associate & Personal Stylist
Programming Intern
Student Assistant
Architectural Design Intern
Georgia Institute of Technology
Georgia Institute of Technology
Recommendations: 1
Adobe Creative Suite
Microsoft Office
Social Media
Sales
Account Management
Client Services
Photoshop
PowerPoint
w****[email protected]
Desiree Fuehrer
Associate Complex Manager
Greater Atlanta Area
Associate Complex Manager
Sr Complex Service Manager
Operations Manager
Sr Asst. Operations Manager
Client Service Associate
University of Central Florida
Recommendations: 0
Series 7
Series 63
Series 65
Seies 8
Series 31
FINRA
Securities
Series 24
d****[email protected]
Brittany Teilhaber
Private Client Coordinator
Greater Atlanta Area
Private Client Coordinator
Executive Assistant to COO
Executive Assistant to President/CEO
Client Service Associate
The University of Georgia
Recommendations: 0
b****[email protected]
Christy CFA
Senior Investment Consultant
Greater Atlanta Area
Senior Investment Consultant
Investment Consultant
Senior Associate- Client Service
Client Service Associate
Client Service Representative
University of Florida - Warrington College of Business
CFA Institute
Recommendations: 0
c****[email protected]
Steven D. Wooten
Client Service Associate / Marketing Analyst
Greater Atlanta Area
Client Service Associate / Marketing Analyst
Leasing Consultant
Specialist
Program Director
Morehouse College
The Storm King School
New Paltz High School
Recommendations: 0
Customer Satisfaction
Customer Retention
Time Management
Sales
Direct Sales
Account Management
Marketing
Market Analysis
s****[email protected]
Sally Shelton
Client Service Associate
Greater Atlanta Area
Client Service Associate
Intern
Senior Analyst
International Business Development Intern
Georgia State University - J. Mack Robinson College of Business
Recommendations: 0
Strategic Financial Planning
Proficient in Microsoft office (Word, Excel, Powerpoint)
Web-Design: CSS, HTML
Web-Design: Dreamweaver CS5, Photoshop CS6
Future Trends
Personal Finance
Business
Investments
s****[email protected]
s****[email protected]
Dawn McCulloh
Co-owner/Ice Cream Sandwich Maker Extrodinair
Greater Atlanta Area
Co-owner/Ice Cream Sandwich Maker Extrodinair
Sr. Registered Client Service Associate
Sr. Registered Client Service Associate
Recommendations: 0
d****[email protected]
Derek Cobia
Principal
Greater Atlanta Area
Principal
Client Portfolio Specialist
Client Service Associate
The University of Georgia
Gainesville State College
Recommendations: 0
Retirement Planning
Asset Allocation
Investment Management
Investments
Asset Management
Estate Planning
Wealth Management
Strategic Financial Planning
d****[email protected]
Christina Perley Clark
Associate
Greater Atlanta Area
Associate
Senior Recruiter
Financial Advisor
Registered Client Service Associate
Financial Advisor
Intern
Texas A&M University
Groupe Ecole supérieure d'Agriculture d'Angers
Recommendations: 0
Retirement Planning
Wealth Management
Financial Planning
Investments
Credit and Lending
Cash Management
Asset Management
Risk Management
c****[email protected]
Sophia Siraj
Registered Client Service Associate
Greater Atlanta Area
Registered Client Service Associate
Sales Associate
Account Relationship Associate
Franklin University
Recommendations: 0
s****[email protected]
Jesse Fulmer, SPHR, GPHR, CPP
FAS Resource Manager
Greater Atlanta Area
FAS Resource Manager
International Assignments Group Relationship Manager
Global Mobility Payroll Manager
Client Service Associate
Senior Associate
International Compensation Analyst
Wilmington University
Wilmington University
Harford Community College
Recommendations: 0
Payroll
Vendor Management
ADP Payroll
Accounting
Expatriate Management
General Ledger
HRIS
Human Resources
j****[email protected]
