Alisha Claffey
Senior Project Manager at Citizens Private Client
- Role
- Project Manager at Citizens
- Location
- Bellingham, MA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Alisha Claffey
I’m a highly organized project manager with over 10 years of experience maximizing…
Experience
Project Manager
Mar 2012 — Present
Education
University of Massachusetts, Amherst
Bachelor's of Business Administration
2005 — 2009
Skills
- Securities
- Retirement
- Bonds
- Strategic Financial Planning
- Life Insurance
- Microsoft Excel
- Series 63
- Microsoft Office
- Retirement Planning
- Process Improvement
- Investments
- Series 6
- Insurance
- Lotus Notes
- Wealth Management
- Microsoft Word
- Series 7
- Fixed Annuities
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
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