Becky Whitman

Customer Service Specialist @SageSpring Wealth Partners

Omaha, NE, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Customer Service Specialist @SageSpring Wealth Partners

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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

1996 — 2000

Abraham Lincoln High School

Diploma, General

SKILLS

BankingAccounts PayableFinanceOutlookFinancial ReportingTaxSoftware DocumentationManagementQuickbooksCustomer ServiceFinancial AnalysisMicrosoft ExcelAnalysisAdministrative AssistantsAccountingPortfolio ManagementPayrollMicrosoft OfficeAccount ReconciliationAuditingLoansMicrosoft Word

ABOUT BECKY WHITMAN

Specialties: 20+ years of customer service Exceptional communication, interpersonal & organizational skills Detailed Microsoft Excel Cash handling/Banking/Operations Dedicated, resourceful & decisive

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