Becky Whitman
SageSpring Wealth Partners
- Role
- Customer Service Specialist at SageSpring Wealth Partners
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Becky Whitman
Specialties: 20+ years of customer service Exceptional communication, interpersonal & organizational skills Detailed Microsoft Excel Cash handling/Banking/Operations Dedicated, resourceful & decisive
Experience
Customer Service Specialist
May 2021 — Present · Omaha, NE, US
Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.Important Disclosure Information: http://raymondjames.com/smicd.htm
Education
Abraham Lincoln High School
Diploma, General
1996 — 2000
Skills
- Banking
- Accounts Payable
- Finance
- Outlook
- Financial Reporting
- Tax
- Software Documentation
- Management
- Quickbooks
- Customer Service
- Financial Analysis
- Microsoft Excel
- Analysis
- Administrative Assistants
- Accounting
- Portfolio Management
- Payroll
- Microsoft Office
- Account Reconciliation
- Auditing
- Loans
- Microsoft Word
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.