Top Client Service Associates in Greater Philadelphia Area
Matthew Lovlie
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Client Service Associate
Northeast Marketing Account Executive
Construction Account Service Manager
Construction Underwriter
Business Development
Commercial Insurance Producer
Lock Haven University of Pennsylvania
Recommendations: 9
Commercial Insurance
Insurance
Liability
Property & Casualty Insurance
Professional Liability
Risk Management
Brokers
Commercial Lines
m****[email protected]
Dana Gardner
Executive Assistant
Greater Philadelphia Area
Executive Assistant
Client Service Associate
Customer Service Associate
Administrative Assistant
Bucks County Community College
The Chubb Institute
Council Rock High School North
Recommendations: 5
Microsoft Office
Photoshop
Customer Service
Administrative Assistants
Outlook
Microsoft Excel
PowerPoint
Microsoft Word
d****[email protected]
Bernadette Parrish
Chief Compliance Officer, Chief Operations Officer
Greater Philadelphia Area
Chief Compliance Officer, Chief Operations Officer
Senior Client Service Associate, Event Coordinator Wiley Group
Branch Administrative Assistant, Senior Client Service Associate
New Account Controller, Transfer Coordinator
Store Manager
Store Manager
Area / Department Manager
La Salle University
Harcum College
Archbishop Prendergast
ST Alice
Recommendations: 5
I-9 Compliance
Employee Benefits
Employee Handbooks
Human Resources
Mini COBRA
Vendor Management
MSRB
Dodd-Frank
b****[email protected]
m****[email protected]
Michelle Konefsky-Roberts
Realtor - Sales Associate
Greater Philadelphia Area
Realtor - Sales Associate
Realtor
Licensed Realtor
Senior Human Resource Analyst
Business Account Analyst
Retail Sales Associate
Client Service Associate
Service Associate
Intern - Team Associate
Intern - Sales Assistant
Asst to Steven Kalodner
RIDER UNIVERSITY
Rider University
Cherokee High School
Recommendations: 4
Sellers
Project Management
Real Estate
Selling
Marketing
Foreclosures
Payroll
Short Sales
m****[email protected]
Beth Farnesi
Director, Revenue Assurance
Greater Philadelphia Area
Director, Revenue Assurance
Senior Financial Analyst
Sales Representative
Institutional Client Service Associate
Client Service
Manager
Insurance Agent
San Diego State University-California State University
Kapaa High School
Recommendations: 2
Strategy
Management
Forecasting
Leadership
Analysis
Budgets
Disaster Recovery
Project Management
b****[email protected]
b****[email protected]
Gina Magliocco
Senior Client Service Associate
Greater Philadelphia Area
Senior Client Service Associate
Client Services Associate
Financial Services Representative
Registered Representative/ Financial Service Representative
Registered Representative/ Financial Service Representative
Financial Services Representative
Stylist
Stylist
Assistant to Chief Operating Officer, Donations Coordinator, Office Manager
Donations Coordinator, Assistant to COO
Game Operations Assistant
Agency Assistant
ESL Instructor
Penn State University
Pennsylvania State University, University Park
Garnet Valley High
Recommendations: 0
Investments
Series 7
Financial Services
CRM
Press Releases
Banking
Customer Service
Disability Insurance
g****[email protected]
Kelsey Stranz
Financial Product Sales & Analytics
Greater Philadelphia Area
Financial Product Sales & Analytics
Client Service Associate
Associate (Seasonal)
Research Assistant
Work-Study Position
Financial Management Program (FMP) Intern
Penn State University
Recommendations: 0
Leadership
Microsoft Excel
PowerPoint
Facebook
Research
Microsoft Word
Microsoft Office
Customer Service
k****[email protected]
Kate DiLullo
Staffing Executive, Accountemps Salaried Professional Service
Greater Philadelphia Area
Staffing Executive, Accountemps Salaried Professional Service
Client Associate
Client Service Associate
Penn State University
Recommendations: 0
m****[email protected]
Thomas Rampulla
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Client Service Associate
Principal-Managing Director Europe
Principal-Head of Financial Adviser Services Sales
Managing Director-Head of U.S. Financial Intermediaries Business
Harvard Business School
Drexel University
Bloomsburg University of Pennsylvania
Recommendations: 0
Asset Managment
Mutual Funds
r****[email protected]
Catherine E Symanek
Business Services Manager
Greater Philadelphia Area
Business Services Manager
Business Development Associate
Registered Client Service Associate
Client Service Associate
Towson University
Recommendations: 0
Series 7
Series 9
Series 10
Series 31
Series 63
Financial Planning Associate
Management
Investments
c****[email protected]
Taylor Moser
Media Supervisor
Greater Philadelphia Area
Media Supervisor
Media Planner
Associate Media Planner
Temporary Client Service Associate
Online Media Specialist
Anchor and Reporter
President of Beta Upsilon Chapter
Sports Department Intern
Receptionist
West Virginia University
Recommendations: 0
Microsoft Office
Final Cut Pro
Leadership
Painting
Drawing
Social Media
Facebook
Social Media Marketing
Carmel Stephano
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Bookkeeper/Administrative Assistant
Narrator
Banquet & Events Manager
Administrative Assistant
Realtor - Referral Network
Bartender
Legal Secretary
Office Coordinator
Goldey-Beacom College
Recommendations: 0
Fundraising
Event Planning
Advertising
Budgets
Account Management
Contract Negotiation
Customer Service
Email Marketing
c****[email protected]
Tiffany Brouillet
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Human Resources Coordinator
The University of North Dakota
Northland Community and Technical College
Recommendations: 0
Microsoft Office
PowerPoint
Research
Microsoft Excel
Microsoft Word
Customer Service
Teamwork
Social Media
t****[email protected]
JODI A. MCCLOSKEY
Vice President - Investment Officer, Financial Advisor
Greater Philadelphia Area
Vice President - Investment Officer, Financial Advisor
2nd Vice Pres - Wealth Mgmt, Finl Plan Spec, Chart Ret Plan Spec, Guided Port Mgr, Financial Advisor
Senior Client Service Associate
Recommendations: 0
Asset Allocation
Retirement Planning
Equities
Fixed Income Portfolio Management
Investment Strategies
Alternative Investments
Strategic Planning
Unit Trusts
j****[email protected]
Matthew Toriello
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Youth Minister
Temporary Worker
Rutgers, The State University of New Jersey-Newark
Westfield Senior High School
Recommendations: 0
Wealth Management Services
Microsoft Office
Fundraising
Public Speaking
Nonprofits
Event Planning
Customer Service
Community Outreach
m****[email protected]
Rose DeFalco
Wealth Management Associate
Greater Philadelphia Area
Wealth Management Associate
Registered Client Service Associate
Senior Registered Client Service Associate
Recommendations: 0
r****[email protected]
r****[email protected]
Dennis Piccone
Licensed Financial Specialist
Greater Philadelphia Area
Licensed Financial Specialist
Investment Consultant
Client Service Associate
Financial Representative
Co - Founder
Regional Account Manager
Accounts Receivables Analyst
Marketing Intern
University of Miami
St. Augustine Prep
Recommendations: 0
Customer Service
Social Media Marketing
Social Networking
Marketing
Series 7
Investments
Financial Analysis
Sales
d****[email protected]
d****[email protected]
Gwen Saunders
Registered Client Service Associate
Greater Philadelphia Area
Registered Client Service Associate
Associate Consultant - Life Sciences
Marketing Specialist
Assistant Manager
Penn State University
Souderton
Recommendations: 0
FINRA series 7, 66 licenses valid until November 2014
Marketing
Social Media
Microsoft Office
Data Analysis
Event Planning
Securities
Social Media Marketing
g****[email protected]
Andrew Zhao
Client Service Associate, Series 7 & Series 63
Greater Philadelphia Area
Client Service Associate, Series 7 & Series 63
Project Manager/ Implementation Consultant
Leadership Development Intern
Business Development Intern
Club Development Intern
Business Development Intern
University of Delaware - Lerner College of Business and Economics
Charter School of Wilmington
Recommendations: 0
Research
Matlab
PowerPoint
Statistics
Public Speaking
Minitab
Microsoft Excel
Microsoft Office
a*****@hotmail.com
a*****@udel.edu
Lance Wilson-Mason
Complex Service Administrator
Greater Philadelphia Area
Complex Service Administrator
Product Specialist
Flagship Services Representative
Institutional Client Service Associate
Business Trainer
Premium Analyst
Contact Center Agent
Unit Supervisor
Field Representative
Lincoln University
Recommendations: 0
Microsoft Excel
Microsoft Word
Research
PowerPoint
Training
Leadership
Management
Customer Service
l****[email protected]
Cora Gillinta
Appeals Coordinator
Greater Philadelphia Area
Appeals Coordinator
Facilitator; Client Services
Records Coordinator
Bill Review Specialist/Intake Coordinator
CallTaker.com Counselor
Loan Disbursement Processor
Senior Client Service Associate
Montgomery County Community College
Newport Junior/Senior High School
Recommendations: 0
Insurance
Workers Compensation
Claim
Claims Management
Process Improvement
Microsoft Office
Microsoft Excel
Customer Service
c****[email protected]
Deena Hopkins
Administrative Support Staff
Greater Philadelphia Area
Administrative Support Staff
Client Service Associate
Administrative Asst
Marketing Administrator
Marketing Assistant
Sales Administrator
Immaculata University
Gwynedd-Mercy Academy High School
Recommendations: 0
Marketing
Trade Shows
Public Relations
Marketing Communications
New Business Development
Customer Service
Email Marketing
Marketing Strategy
d****[email protected]
Brian Theibault
Client Service Associate
Greater Philadelphia Area
Client Service Associate
Financial Advisor
Financial Advisor
Producer
Banking
Salisbury University
Brandywine
Recommendations: 0
Customer Service
Insurance
Investments
Leadership
Microsoft Office
Retirement
Retirement Planning
b****[email protected]
b****[email protected]
Allyson Procaccini
Associate Financial Advisor
Greater Philadelphia Area
Associate Financial Advisor
Client Service Associate
Marketing assistant
Saint Joseph's University
Recommendations: 0
a****[email protected]
Todd Little, CFP®
Financial Planner
Greater Philadelphia Area
Financial Planner
Senior Client Service Associate
Client Portfolio Analyst
Advisor Services Manager
Penn State University
Recommendations: 0
t*****@the3littles.com
Erin Budinas
Director of Catering and Facility Sales
Greater Philadelphia Area
Director of Catering and Facility Sales
Special Events Planner
GM/Event Planner
Catering Sales/Event Manager
Server/Bartender
Individual Sales and Marketing Manager
Catering Sales/Event Associate
Shift Manager
Client Service Associate
Administrative Assistant
Marketing Coordinator/Bartender
Temple University
Saint Joseph's University
Seton Hall University
Recommendations: 0
Social Media
Marketing
Events Coordination
Event Management
Sales
Event Planning
Hospitality
Customer Service
e****[email protected]
Izhar Shahdin
Client Order Management Analyst
Greater Philadelphia Area
Client Order Management Analyst
Financial Advisory Software Specialist
Client Service Associate
Teller
Stockton University
Recommendations: 0
Financial Analysis
Financial Reporting
Strategic Financial Planning
Customer Service
Conflict Resolution
Financial Services
Microsoft Office
Financial Statements
i****[email protected]
Katelyn Bodine
Licensed Eligible Lead Clinician
Greater Philadelphia Area
Licensed Eligible Lead Clinician
Intern
ID Supports Coordinator
Client Service Associate
DSP
Arcadia University
West Chester University of Pennsylvania
Archbishop Wood High School
Recommendations: 0
Psychology
Counseling Psychology
Behavioral Health
Social Services
Public Speaking
CBT
Wellness
Organizational...
k****[email protected]
Kristian Gallegos
Behavior Consultant
Greater Philadelphia Area
Behavior Consultant
Medical Social Work Intern
Clinical Social Work Intern
Client Service Associate
Store Manager
Personal Banker
Widener University
Widener University
Delaware State University
San Diego State University-California State University
Recommendations: 0
Statistical Data Analysis
Statistical Tools
Microsoft Office
FINRA
Retail Banking
Investment Banking
Social Services
Medical Social Work
k****[email protected]
