Joy Trouchen
Senior Associate at Allocate | Brooklyn, New York, United States
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Senior Associate at Allocate in December 2024 to Present
Professional development at Career Break in January 2024 to November 2024
Customer Success Manager at Moonfare in January 2022 to January 2024
Senior Client Service Associate at Bernath & Rosenberg PC in July 2019 to December 2021
Wealth Associate at Lenox Wealth Advisors in July 2016 to June 2019
Client Account Specialist at Capital Group Private Client Services in May 2015 to May 2016
Business Analyst at Morgan Stanley in December 2014 to April 2015
Business Research Analyst at JP Morgan Chase & Co. in January 2011 to August 2014
Brokerage Service Representative at Fidelity Investments in May 2007 to December 2010
Trade Associate at Fidelity Investments in May 2007 to December 2010
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Adelphi University, Bachelor of Business Administration (B.B.A.)
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Marketing Strategy
Sales Management
Wellness Coaching
Project Management
RIAs
Sales Operations
Team Management
Business Development
Microsoft Excel
Investment Brokerage
Private Equity
Private Wealth Management
Team Leadership
Account Reconciliation
Financial Services
Asset Management
Wealth Management
Business Administration
Customer Relationship Management (CRM)
Administration
Research
Executive Calendar Management
Wealth Management Services
Money Management
Wire Transfers
Employee Training
Client Services
Customer Service Management
Operations Management
Alternative Investments
Microsoft Office
High Net Worth Individuals
Meeting Scheduling
Business Operations
Brokerage
Customer Service
Account Management
Customer Retention
Client Accounts
Training
Finance
Management
Business Relationship Management
Microsoft Word
Microsoft PowerPoint
Teamwork
Interpersonal Skills
Time Management
Customer Experience
Software as a Service (SaaS)
CRM Databases
Customer Success
Customer Management
Fund Administration
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Discover more about AllocateWhat is Joy Trouchen email address?
Email Joy Trouchen at [email protected], [email protected] and [email protected]. This email is the most updated Joy Trouchen's email found in 2026.
How to contact Joy Trouchen?
To contact Joy Trouchen send an email to [email protected], [email protected] or [email protected]. (updated on August 25, 2024)
What company does Joy Trouchen work for?
Joy Trouchen works for Allocate
What is Joy Trouchen's role at Allocate?
Joy Trouchen is Senior Associate
What is Joy Trouchen's Phone Number?
Joy Trouchen's phone (212) ***-*415
What industry does Joy Trouchen work in?
Joy Trouchen works in the Financial Services industry.
Joy Trouchen Email Addresses
Joy Trouchen Phone Numbers
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