Top Client Relationship Associates in Greater Philadelphia Area
Susan Schlenker
Client Relationship Associate
Greater Philadelphia Area
Client Relationship Associate
Volunteer
Relationship Manager
Communications Manager
Client Communication Specialist
Client Information Specialist
Edinboro University of Pennsylvania
Long Island University, C.W. Post Campus
Byram Hills High School
Recommendations: 5
CRM
Sales
Marketing Strategy
Team Leadership
Human Resources
Portfolio Management
Sales Operations
Finance
s****[email protected]
Erin Sechrist
Manager, Member Support Services
Greater Philadelphia Area
Manager, Member Support Services
Sr. Stakeholder Process Specialist
Service Advocate
Supervisor
Client Relationship Administrator
Client Relationship Associate
Saint Joseph's University
West Chester University of Pennsylvania
Owen J Roberts HS
Recommendations: 4
Leadership
Team Building
Project Management
Performance Management
Cross-functional Team Leadership
Team Leadership
CRM
Customer Service
e****[email protected]
Erin (MacQueen) Kane
CRM Experience Administrator, FAS Sales Administration
Greater Philadelphia Area
CRM Experience Administrator, FAS Sales Administration
Project Specialist, Participant Education
Risk Administrator, Participant Experience
Testing Administrator, Participant Experience
Correspondence Associate, Participant Services
Client Relationship Associate, Participant Services
Teller
Pharmacy Technician/Cashier
Pennsylvania State University-Great Valley Graduate Center
Penn State University
Recommendations: 3
Organization
Communication
Business Technology
Agile Methodologies
Mutual Funds
Leadership
Customer Service
Series 6
e****[email protected]
Natasha Nagpal
Transaction Processing Manager
Greater Philadelphia Area
Transaction Processing Manager
Data Integrity Analyst
Client Relationship Associate
Business/Data Analyst
SUNY Stony Brook
Recommendations: 3
Visio
Business Analysis
Data Analysis
Project Management
Requirements Gathering
Cognos
Analysis
Business Process...
Devon Reinford
Client Relationship Associate
Greater Philadelphia Area
Client Relationship Associate
Inside Sales District Manager
Banker
Client Relationship Associate
Marketing Intern
York College of Pennsylvania
Recommendations: 1
Series 63
Series 6
401k
Mutual Funds
Employee Benefits
Sales Presentations
Cold Calling
Salesforce.com
d****[email protected]
Daniel Horowitz
Music Producer
Greater Philadelphia Area
Music Producer
Client Relationship Associate
Project Manager on the Teagle Home Team
Marketing Intern
Kemper Scholar 2012
Social Media Marketing Intern
Business Operations / Development Intern
Intern to Owner
Lifeguard
Ursinus College
Friends' Central School
Recommendations: 1
Leadership
Research
Strategic Planning
PowerPoint
Microsoft Office
Spanish
Microsoft Excel
Microsoft Word
d****[email protected]
Patrick Cortese
401(k) Wholesaler
Greater Philadelphia Area
401(k) Wholesaler
Account Executive
Treasurer & Director
Client Relationship Associate
Intern
Saint Joseph's University
Dickinson College
Recommendations: 1
Account Management
CRM
Customer Service
Finance
Financial Services
Investments
Leadership
Management
p****[email protected]
Anika Nazmun
Security Pricing Supervisor
Greater Philadelphia Area
Security Pricing Supervisor
Acceleration into Financial Professional (AFP) Program
Brokerage Associate
Investment Professional
Financial Services Representative
Client Relationship Associate
Penn State University
Recommendations: 0
Building Business Relationships
Communication Skills
Bloomberg
Thompson One
Morningstar
Microsoft Office
Research and Analysis
Dedication to Continuous Improvement
a****[email protected]
Stephen Chareczko
Annuity Sales
Greater Philadelphia Area
Annuity Sales
Client Relationship Associate
Financial Sales Consultant
University of Richmond
Recommendations: 0
s****[email protected]
Tamara Scott
Supervisor
Greater Philadelphia Area
Supervisor
Project Administrator
Client Relationship Associate
Vanguard Gives Back Intern
Development Associate
Editorial Assistant
Temple University
Temple University
Recommendations: 0
Mutual Funds
Series 63
Project Management
Leadership
Microsoft Office
Investments
Microsoft Excel
Creativity
s****[email protected]
Angela Antonini
Senior Legal Analyst
Greater Philadelphia Area
Senior Legal Analyst
Senior Legal Analyst
Line Manager
Project Administrator
Investment Consultant
High Net Worth Client Relationship Associate
Villanova University
Bucknell University
Recommendations: 0
Series 63
Series 7
Investments
FINRA
Asset Allocation
Securities
Mutual Funds
Retirement Planning
a****[email protected]
Karla Pena
Regional Consultant
Greater Philadelphia Area
Regional Consultant
Client Relationship Associate
Personal Banker
Customer Services Representative
Temple University
Recommendations: 0
Credit
Loans
Cash Management
Banking
Financial Analysis
Credit Analysis
Mortgage Lending
Series 63
k****[email protected]
Eric Armbruster
Supervisor
Greater Philadelphia Area
Supervisor
Financial Analyst
Client Relationship Associate
Penn State University
Allentown Central Catholic High School
Recommendations: 0
Mutual Funds
Investments
Asset Allocation
Financial Analysis
Microsoft Excel
Bloomberg
Microsoft Access
Leadership
e****[email protected]
Ari Flaisher
Founder
Greater Philadelphia Area
Founder
Head/Assistant Men's Golf Coach
Client Relationship Associate
Assistant Location Manager
Territory Manager
Production Assistant
University of Maryland College Park
Lynn University
Recommendations: 0
Sales Operations
Public Speaking
Fundraising
Research
Coaching
Social Media
Event Planning
Leadership
a****[email protected]
Karen Gandara
Finance Manager
Greater Philadelphia Area
Finance Manager
Senior Associate, Finance
Assurance Associate
Client Relationship Associate
Villanova University
Recommendations: 0
Bilingual-Spanish
Financial Analysis
Microsoft Office
Finance
Accounting
Financial Reporting
k****[email protected]
Nicole Risell
Client Relationship Associate
Greater Philadelphia Area
Client Relationship Associate
Intern
Contributing Writer
Social Media Intern
Hofstra University
Recommendations: 0
Event Planning
Facebook
Social Media
Public Relations
CisionPoint
PowerPoint
Customer Service
Microsoft Office
r****[email protected]
n****[email protected]
John Glinski
Senior Digital Marketing Analyst
Greater Philadelphia Area
Senior Digital Marketing Analyst
Owner / Lead Digital Insights Consultant
Lead Web Analyst
Web Content Lead
Data Lead/ Project Admin
Investment Associate
Client Relationship Associate
Marketing Intern
Saint Joseph's University
Millersville University of Pennsylvania
University of Pittsburgh
University of Toronto
Recommendations: 0
Analytics
Web Analytics
WebTrends Analytics
Adobe SiteCatalyst
Adobe Adhoc
Google Analytics
SharePoint
Strategy
j****[email protected]
Daniel Gold
Associate Product Manager (contractor)
Greater Philadelphia Area
Associate Product Manager (contractor)
Product Manager
MBA Intern
Operations Intern
Client Relationship Associate
Sales Agent
Assistant Manager
Temple University - Fox School of Business and Management
West Chester University of Pennsylvania
Recommendations: 0
Cross-functional Team Leadership
Management
Salesforce.com
Retail
Strategy
Product Management
Market Research
Sales
d****[email protected]
Danielle Bloomfield
Client Relationship Associate
Greater Philadelphia Area
Client Relationship Associate
Advisor
Human Resources Generalist
Junior Associate of Business Operations
Administrative Assistant
Customer Service
Rutgers, The State University of New Jersey-Camden
Burlington County College
Recommendations: 0
Microsoft Excel
Customer Service
Microsoft Word
PowerPoint
Microsoft Office
Outlook
Public Speaking
Time Management
d****[email protected]
Callie Gritt
Relationship Analyst
Greater Philadelphia Area
Relationship Analyst
Client Relationship Associate
Porsche Sales Advisor
Assistant to owner
Assistant to PR Director
Villanova University
Kutztown University of Pennsylvania
Universidad de Valladolid
Recommendations: 0
Marketing
Sales
CRM
Customer Satisfaction
New Business Development
Leadership
Management
Microsoft Excel
c****[email protected]
Olayemi Bamisile
Fund Financial Associate ETF Administration
Greater Philadelphia Area
Fund Financial Associate ETF Administration
Client Relationship Associate Retail Services Group
Photo Technician
Intern, Assistant
Independent Sales Agent
Simmons College
Rhode Island College
Brown University
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Financial Analysis
Research
l****[email protected]
Jeff Benfield
Strategic Solutions Manager
Greater Philadelphia Area
Strategic Solutions Manager
Vice President, Senior Product Manager
Client Relationship Associate
Financial Consultant
Investment Associate
Lehigh University
Texas A&M University
Wake Forest University
Recommendations: 0
Financial Services
Series 7
Product Management
Wealth Management
Financial Technology
Performance Reporting
Product Development
Portfolio Management
j****[email protected]
Brooke Hiban
Client Relationship Associate
Greater Philadelphia Area
Client Relationship Associate
Assistant Creative Director of Special Projects
Senior Consultant
Business Co-Op
Server
Gallery Assistant
Honors Program Mentor
Student Ambassador
Student Event Director of Break Free: Breaking Down Political Correctness
Student Creative Director of Whatchu Lookin' At?
Arcadia University
Shanghai University of Finance and Economics
City University
Recommendations: 0
Event Management
Acrylic Painting
Charcoal Art
Problem Solving
Motivation
Acrylic
Management
Social Networking
b****[email protected]
Isiah Myles
Equity Investment Support Analyst
Greater Philadelphia Area
Equity Investment Support Analyst
Brokerage Associate
Client Relationship Associate
Marketing Intern
Work Study Position
Villanova University
Cardinal Hayes High School
Recommendations: 0
Spanish
PowerPoint
Word
Microsoft Office
Excel
Customer Service
i****[email protected]
Geordie Connell
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Co-Founder/Writer
Select Services Associate
Client Relationship Associate
Producer
WLVR General Manager
Lehigh University
Berkshire School
Recommendations: 0
Final Cut Pro
Social Media
Blogging
Broadcast
Sports
PowerPoint
Radio Broadcasting
Facebook
g****[email protected]
Perry Board
Senior Strategy Analyst
Greater Philadelphia Area
Senior Strategy Analyst
Line Manager
Project Administrator
Supervisor
Client Relationship Associate
Game Designer
Sr. Interactive Developer
Designer
Arizona State University, W. P. Carey School of Business
Taylor University
Recommendations: 0
FINRA Series 6
Series 63
Series 7
Series 24
Mutual Funds
Investments
Wealth Management
Relationship Management
p****[email protected]
Diem Lam
Program Manager
Greater Philadelphia Area
Program Manager
Defined Benefits Client Relationship Associate
Internal Marketing Communications
Drexel University
Drexel University's LeBow College of Business
Recommendations: 0
SAP
Business Process
Business Analysis
Program Management
Project Management
Business Process Improvement
Management Consulting
Software Project Management
d****[email protected]
d****[email protected]
Dominic A. Oteri
Client Services Associate
Greater Philadelphia Area
Client Services Associate
Client Relationship Associate
Business Services Division Internship
La Salle University
College for Financial Planning
Recommendations: 0
CRM
Finance
Retirement Planning
Forecasting
Financial Analysis
Project Management
Budgets
Series 63
o****[email protected]
Nicole Goff
Human Resources Coordinator
Greater Philadelphia Area
Human Resources Coordinator
Business Operations Coordinator
Customer Relationship Management Lead
Order Management Analyst
Sales Lead
Coach
Intern
Customer Service Representative
Client Program Manager
Client Relationship Associate
Old Dominion University
Archbishop Carroll Highschool
Recommendations: 0
Microsoft Office
PowerPoint
Microsoft Excel
Microsoft Word
Research
Customer Service
Social Media
Public Speaking
n****[email protected]
Ashley Rooney
Program Coordinator- Vanguard Specialty College Programs
Greater Philadelphia Area
Program Coordinator- Vanguard Specialty College Programs
Problem Resolution Associate
Client Relationship Associate
Traffic Producer
Communications Specialist
Production Intern; The Today Show Weekend Edition
Assignment Desk Intern
News Intern, WCAU-TV, NBC 10 Philadelphia
Workforce Development Intern
University of Maryland - Robert H. Smith School of Business
University of Maryland College Park
Recommendations: 0
Business Writing
Event Management
Recruiting
Office Administration
Event Planning
Media Relations
Vendor Management
Financial Services
a****[email protected]
Cameron Keeler, CFP®
Financial Planner
Greater Philadelphia Area
Financial Planner
Brokerage Associate
Client Relationship Associate
Georgetown University
Recommendations: 0
t****[email protected]
Lauren Ruoff
Purchasing Coordinator
Greater Philadelphia Area
Purchasing Coordinator
Executive Assistant/Design Facilitator
Client Relationship Associate - Specialized Services
Marketing/Accounting Intern
Helpdesk Analyst
Marketing & Sales Intern
Bank Teller
Sales Clerk/Photo Specialist
University of Delaware
University of Delaware - Lerner College of Business and Economics
Recommendations: 0
Marketing
Advertising
Help Desk Support
Loans
Business Analysis
Microsoft Excel
Microsoft Office
Customer Service
l****[email protected]
Tiffany Stoute
Foreclosure Litigation Specialist
Greater Philadelphia Area
Foreclosure Litigation Specialist
Foreclosure Specialist
Accounts Payable Associate
Client Relationship Associate
Head Teller/ Customer Service Representative
Eastern University
Clark Atlanta University
Recommendations: 0
t****[email protected]
David MacBride
Financial Analyst
Greater Philadelphia Area
Financial Analyst
Resource Planning & Scheduling Administrator
Resource Planning & Scheduling Associate
Client Relationship Associate
Global CRM Financial Analyst Intern
Quality and Regulatory Intern
Pennsylvania State University
Recommendations: 0
Data Analysis
Contact Center Operations
Resource Planning
Forecasting
Staffing Models
Microsoft Office
Minitab
Photoshop
d****[email protected]
Edlira (Sophia) Polo
Fund Analyst
Greater Philadelphia Area
Fund Analyst
Fund Financial Associate
Client Relationship Associate
Resident Services Manager
Assistant Property Manager
Drexel University
Recommendations: 0
Languages
Greek
Albanian
Marketing Communications
Client Relations Skills
Client Development
Investments
Retirement Planning
e****[email protected]
David Berrigan
Chase Leadership Development Program
Greater Philadelphia Area
Chase Leadership Development Program
Management Department Research Assistant
Client Relationship Associate
Financial Advisor Intern
Drexel University
Wake Forest University
Recommendations: 0
Investment Advisory
Microsoft Word
Microsoft Excel
Analysis
Financial Analysis
R
Risk Management
Financial Institutions
d****[email protected]
Matthew Putterman
Analyst
Greater Philadelphia Area
Analyst
Client Relationship Associate
Client Services Associate
Business Analyst
Public Service Summer Intern
Tour Guide/Admissions Office Representative
Business Manager/Sports Editor
Business Development Intern
Franklin & Marshall College
Recommendations: 0
Microsoft Office
Social Media
Public Speaking
Analysis
Business Development
Budgets
Editing
Advertising
m****[email protected]
Samantha Godshall
Six Sigma Project Manager
Greater Philadelphia Area
Six Sigma Project Manager
Project Development Manager
Project Administrator
Client Relationship Associate
Teller
Senior Marketing Manager
Senior Manager, Advice Technology Partnerships
Saint Joseph's University
Towson University
Recommendations: 0
Investments
Marketing
Event Planning
Microsoft Excel
Marketing Communications
Public Speaking
Microsoft Word
Marketing Strategy
s****[email protected]
Patrick Mortimer
Retirement Specialist
Greater Philadelphia Area
Retirement Specialist
Client Relationship Associate
Director-Options Trading at Pipeline Financial
Registered Optons Trader/PHLX
Market Maker
Owner/Trader
Market Maker
Market Maker
Clerk/Floor Broker
Drexel University - LeBow College of Business
Recommendations: 0
Options
Trading
Trading Systems
Series 7
Bloomberg
Analysis
Derivatives
Risk Management
p****[email protected]
Krasimira Georgieva
Sales Analyst
Greater Philadelphia Area
Sales Analyst
Institutional Sales Administrator
Conversion Project Administrator
Financial Associate
Client Relationship Associate
Research Assistant for Strategic Management
Ithaca College
Bay Path College
Recommendations: 0
Portfolio Management
Institutional Sales
Project Management
Retirement Benefits
Investment Strategies
Mutual Funds
Investments
Series 6
e****[email protected]
Eric Salzer, CFA
Investment Analyst - Vanguard Institutional Advisory Services
Greater Philadelphia Area
Investment Analyst - Vanguard Institutional Advisory Services
Research Associate - Municipal Credit Research
Fund Financial Analyst - Fixed Income Security Pricing and Derivatives
Institutional Risk Management Internship
Client Relationship Associate
Technical Support Specialist
Computer Consultant
Teacher's Assistant
Bucknell University
Dwight-Englewood School
Recommendations: 0
e****[email protected]
Sam Biscotto
Investment Specialist
Greater Philadelphia Area
Investment Specialist
Client Relationship Associate
Outside Business Consultant
Assistant Manager
Financial Advisor
Saint Leo University
Recommendations: 0
Accounting
Account Management
Management
Sales Management
Employee Relations
Operations Management
Business Development Consultancy
Financial Analysis
s****[email protected]
Michael Straubel, AIF®
Senior Consultant and Director of Business Development
Greater Philadelphia Area
Senior Consultant and Director of Business Development
Senior Consultant and Director of Business Development
Consultant
Consultant
Vice President, Sales Director
Technical Sales, US SEI Wealth Platform
Technical Sales, UK SEI Wealth Platform
Asset Management Services, SEI Wealth Platform
Release Management, SEI Wealth Platform
Client Relationship Associate
Gettysburg College
St. Joseph's University
Recommendations: 0
m****[email protected]
Lauren Bailey
Correspondence Associate
Greater Philadelphia Area
Correspondence Associate
Client Relationship Associate
Sales Associate
Susquehanna University
Recommendations: 0
Writing
Editing
Copy Editing
Microsoft Office 2007
Microsoft Word
Microsoft Office 2003
Typing
Highly detail oriented
b****[email protected]
Dean Wyks
Senior Account Administrator
Greater Philadelphia Area
Senior Account Administrator
Account Administrator
Retirement Plan Administrator
Retirement Plan Specialist
Client Relationship Associate
Processing Asociate
Saint Joseph's University
St. Joseph's University
Recommendations: 0
d****[email protected]
