Imma Testa
Operations manager / Client Support Specialist at Knox Financial | San Diego, California, United States
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Operations manager / Client Support Specialist at Knox Financial in February 2024 to Present
Senior Client Service Associate at RemoteLink Solutions in June 2020 to February 2024
Administrative Assistant at LPL Financial in December 2019 to June 2020
Senior Customer Service Representative at LPL Financial in December 2018 to July 2019
Onboarding Specialist at LPL Financial in May 2018 to December 2018
Training Manager at Horizon Solar Power in November 2015 to April 2018
Dispatcher at My Plumber Heating and Cooling in August 2013 to June 2015
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Valhalla High School, September 2026
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Performance Management
Employee Recognition
Employee Learning & Development
Employee Engagement
Human Resources (HR)
Marketing
401(k) Retirement Savings Plans
Payroll Services
Paraplanning
Thinking Skills
Written Communication
Client-focused
Financial Planning
Financial Advisory
Wealth Management Services
Finance
Annuities
Onboarding
Customer Service
Customer Experience
Computer Literacy
Customer Relationship Management (CRM)
Organizational Capabilities
Typing
Online Data Entry
Databases
Confidentiality
Communication
Sensitive Information
Data Entry
NetX360
Albridge
Smartworks
Docupace
QuickBooks
Oracle Database
Documentum
Compliance max
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Salesforce.com
Remote Deposit Capture
Redtail
Adviceworks
Moneyguide Pro
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Discover more about Knox FinancialWhat is Imma Testa email address?
Email Imma Testa at [email protected] and [email protected]. This email is the most updated Imma Testa's email found in 2026.
What is Imma Testa phone number?
Imma Testa phone number is 7024723685.
How to contact Imma Testa?
To contact Imma Testa send an email to [email protected] or [email protected]. If you want to call Imma Testa try calling on 7024723685. (updated on January 08, 2025)
What company does Imma Testa work for?
Imma Testa works for Knox Financial
What is Imma Testa's role at Knox Financial?
Imma Testa is Operations manager / Client Support Specialist
What industry does Imma Testa work in?
Imma Testa works in the Financial Services industry.
Imma Testa Email Addresses
Imma Testa Phone Numbers
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