Calen Hammerle
Client Service Associate at Stifel Financial Corp.
- Role
- Client Service Associate at Stifel Financial Corp.
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Calen Hammerle
I graduated in Spring 2024 from Purdue University, Daniels School of Business, with a…
Experience
Client Service Associate
Oct 2024 — Present · Indianapolis, IN, US
Manage clerical tasks related to the opening and ongoing maintenance of client accounts, ensuring accurate coding based on client-selected account features- Collaborate with Financial Advisors (FAs) and clients to obtain the necessary documentation for account establishment and ongoing updates- Organize and maintain comprehensive client account and trade-related records, supporting both FAs and branch office requirements- Handle operational and administrative tasks for client requests, including check requests, fund wiring, address changes, and dividend information
Education
Purdue University Daniels School of Business
Bachelor of Science - BS, Business Administration and Management, General
Zionsville Community High School
High School Diploma
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.