Top Client Service Associates in Greater Seattle Area
Alison McIrvin
Web Marketing Specialist
Greater Seattle Area
Web Marketing Specialist
Sales Associate-Technology
Digital Marketing Specialist-contract
Student Web Marketing Specialist
Marketing Specialist-contract
Web Content Specialist
Social Media Marketing Specialist
Special Event Coordinator
Client Service Associate
Administrative Assistant
Bellevue College
Bellevue College
University of Oregon
FederalWay HS
Recommendations: 6
Editing
Social Media Marketing
CSS
Photoshop
Wordpress
Online Marketing
Advertising
Event Management
a****[email protected]
a****[email protected]
Andre Schimmelbusch
Business Analysis Manager
Greater Seattle Area
Business Analysis Manager
Senior Analyst, Credit - Dealer Financial Services
Financial Analyst | Underwriter
Project/Implementation Manager
Client Service Manager - Private Banking
Senior Client Service Associate
Banking Store Manager
Seattle University
University of Washington
Recommendations: 5
Financial Analysis
Treasury Management
Risk Management
Personal Finance
Project Planning
Client Services
Client Relationship Building
Operations Management
a****[email protected]
Tiffani Lee-Kumabe
Financial Advisor
Greater Seattle Area
Financial Advisor
Operations & Compliance Director
Registered Client Service Associate
University of Washington
Lake Oswego High School
Lake Oswego High School
Recommendations: 0
t****[email protected]
Nelson Bonner, AIF®, CRPS®
Financial Planner
Greater Seattle Area
Financial Planner
Principal Retirement Advisor
Director of Sales
Senior Account Executive
Client Service Associate II
St. Cloud State University
Recommendations: 0
401k
Defined Benefit
Retirement Readiness
Advisor Coaching &...
Retirement
Mutual Funds
Pensions
Series 7
b****[email protected]
Justin Abel
Sr. Director Payment Ops & Risk
Greater Seattle Area
Sr. Director Payment Ops & Risk
Project Analyst
Fraud Product Manager
Director of Global Operations
Operations Manager, Payments
Senior Operations Analyst
Client Service Associate Intern
Global Payments Ops & Strategy, Manager
Global Payment Operations & Strategy, Director
Global Payment Operations & Strategy, Senior Manager
Supervisor, Cash Services
Seattle University
St. John's University, The Peter J. Tobin College of Business
Seattle Pacific University
Recommendations: 0
Financial Analysis
Portfolio Management
Investments
Finance
Financial Modeling
Strategic Financial Planning
Microsoft Excel
Project Management
a*****@spu.edu
Thea Mundy
Engagement Manager
Greater Seattle Area
Engagement Manager
Account Manager
Client Service Associate
Field Operations Manager
Client Solutions Liaison
Consultant Care Manager
Service Coordinator/Lead Service Coordinator
Front Desk
Paraeducator II
Bellevue College
Recommendations: 0
Staffing Services
Onboarding
Human Resources
Sourcing
Employee Relations
Training
Career Counseling
Customer Service
t****[email protected]
Scott Chaffee
Sales Associate
Greater Seattle Area
Sales Associate
Client Service Associate
Registered Sales Assistant
The University of Montana - School of Business Administration
Western Washington University
Montana State University-Bozeman
Recommendations: 0
Series 66
Series 7
Wealth Management
Asset Allocation
Investments
Portfolio Management
Mutual Funds
Investment Management
c****[email protected]
Andrew Beaton, CFA
Associate Regional Director
Greater Seattle Area
Associate Regional Director
Regional Representative
Client Service Supervisor
Client Service Associate
Portfolio Accountant
University of Washington
Mead High School
Recommendations: 0
a****[email protected]
Sara E. Asatiani, CRPS®, CRD
Vice President, Corporate Retirement Director, Financial Planning Specialist, Financial Advisor
Greater Seattle Area
Vice President, Corporate Retirement Director, Financial Planning Specialist, Financial Advisor
Financial Advisor
Client Service Associate
University of Colorado at Colorado Springs
Recommendations: 0
s****[email protected]
s****[email protected]
Carmen MBA
Vice President, Advisor
Greater Seattle Area
Vice President, Advisor
Associate Director, Wealth Advisory
Client Service Associate
Accountant-Family Office Services
Lifeline Program Manager
Keller Graduate School of Management of DeVry University
University of Phoenix
University of Washington
Recommendations: 0
c****[email protected]
Gordon Wotherspoon
Director - Advisor Channel Portfolio Management
Greater Seattle Area
Director - Advisor Channel Portfolio Management
Registered Client Service Associate
University of Washington
University of Washington
Recommendations: 0
Portfolio Management
Equities
Asset Allocation
Securities
Due Diligence
Investment Management
Asset Management
Wealth Management
w****[email protected]
Kent Ryland
Senior Registered Client Service Associate
Greater Seattle Area
Senior Registered Client Service Associate
Western Washington University
Recommendations: 0
k****[email protected]
Brooke CFP®
VP, Regional Sales Director
Greater Seattle Area
VP, Regional Sales Director
Registered Client Service Associate
Finanical Advisor
Portfolio Manager
SVP Business Development
Vice President, Investment Consultant
Seattle University
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Ingrid Johnson
CEO
Greater Seattle Area
CEO
Content Consultant
HR Consulting
Registered Client Service Associate
Outside Account Manager
University of Puget Sound
University of Burgundy
Recommendations: 0
Hannah A.
Senior Wealth Strategist
Greater Seattle Area
Senior Wealth Strategist
Wealth Advisor
Relationship Manager, Investment Counselor
Certified Financial Planner, Financial Advisor
Registered Service Associate: Financial Planning Specialist & Marketing Director for The Arbor Group
Registered Client Service Associate
Harvard University
The University of Montana
Recommendations: 0
