Top Client Service Associates in Greater Denver Area
Juli-Andra Fuentes
Personal Assistant, House Manager and Online Business Consultant
Greater Denver Area
Personal Assistant, House Manager and Online Business Consultant
Front Desk Manager
Assistant Director/ Market Manager
Internet Marketing Director
Volunteer Facilitator
Strategic Account Manager
Client Service Associate
Account Manager
Broker
Real Estate Agent
Office Manager and Loan Officer
Education and Employment Counselor
University of Denver
Kaplan University
Kaplan University
Community College of Denver
Recommendations: 12
Online Marketing
Marketing
SEO
Marketing Strategy
Email Marketing
Management
Sales
Digital Marketing
Kelly Winfrey
Client Service Associate
Greater Denver Area
Client Service Associate
Client Service Associate
Human Resource Representative
Companion Care Representative
Client Associate
Assistant to the Director
Service Team Assistant Supervisor
Branch Service Team Representative
Fort Lewis College
Recommendations: 5
Team Building
Customer Service
Research
Process Improvement
Hiring
Interviewing
PowerPoint
Excel
p****[email protected]
Erin McEldowney
Client Service Associate - SOI
Greater Denver Area
Client Service Associate - SOI
Human Resources Director
Recruiter
HR Generalist
HR Coordinator
Payroll/Benefits Specialist
HR Account Manager
Senior Training Coordinator, HR Coordinator, Payroll Associate
Payroll Specialist
Regis University
Rangeview High School
Recommendations: 3
Employee Relations
Benefits Administration
Full-cycle Recruiting
New Hire Orientation
Payroll Processing
HRIS
HR Policies
FMLA
e****[email protected]
James Osborne, CFP®
President
Greater Denver Area
President
Financial Consultant
Financial Advisor
Client Service Associate
University of Colorado Denver
Colorado Christian University
Huntington College
Carroll High School
Recommendations: 0
j****[email protected]
Jonathan Lore
Financial Advisor
Greater Denver Area
Financial Advisor
Sr. Wealth Strategy Associate
Sr. Registered Client Service Associate
Branch Service Associate
University of Kansas
Recommendations: 0
j****[email protected]
Elizabeth Roos
Business Development Specialist
Greater Denver Area
Business Development Specialist
Marketing Associate
Senior Client Relations Associate
Senior Account Manager
Client Service Associate
Marketing & Communications
Account Executive
AAE
Account Coordinator
Northeastern University
Villa Walsh Academy
Recommendations: 0
Financial Services
Mutual Funds
Investor Relations
Hedge Funds
Salesforce.com
CRM
Fund Of Funds
Due Diligence
e****[email protected]
Erika Wolff
Sales Operations Analyst
Greater Denver Area
Sales Operations Analyst
Resident Advisor
Client Service Associate
Intern
Student Assistant
Intern/Assistant Manager
Hostess & Food Runner
University of Colorado at Boulder
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Financial Analysis
Research
e****[email protected]
Matthew Teichmann
Operations Associate
Greater Denver Area
Operations Associate
Equity Derivative Client Service Associate
Transfer Pricing Intern
Intern with Director of Finance
Intern
Sales Associate
Marist College
Foundation for International Education
Recommendations: 0
Derivatives
Analysis
Finance
Project Planning
Management
m****[email protected]
Petra Zunt
Client Service Associate
Greater Denver Area
Client Service Associate
Technical University of Ostrava
Recommendations: 0
Retirement Planning
Investment Strategies
Strategic Financial Planning
Investments
Investment Advisory
Financial Advisory
Portfolio Management
Securities
p****[email protected]
Dylan Freundlich
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Operator
Financial Advisor
Financial Advisor
Registered Client Service Associate
Intern
University of Florida
Royal Melbourne Institute of Technology (RMIT)
Universiteit Utrecht
Recommendations: 0
Microsoft Office
BranchNet (LPL)
NexGen
FCI
Morningstar
Portfolio Management
Investment Strategies
Financial Planning
d****[email protected]
James Kenney
Cust Service Representative
Greater Denver Area
Cust Service Representative
Customer Care Representative
Senior Client Service Associate
Advanced Customer Care Associate
Clemson University
Recommendations: 0
