Becky Whitman
Customer Service Specialist @SageSpring Wealth Partners
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WORK HISTORY
Customer Service Specialist @SageSpring Wealth Partners
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
SKILLS
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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