Carol A. Roen
Financial Services Associate & Executive Assistant
- Role
- Executive Personal Assistant at Guden Solicitors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Carol A. Roen
Financial Services professional and Executive Assistant, performing key person role for business team operations and client development.Specialization: Client relationship, retention and growth; Sales Cycle and New Business expertise; Executive support.Excellent networking and all communications. Excellent research and problem solving. Organizational talent implementing technology for scheduling, task management and accountability success.
Experience
Executive Personal Assistant
Nov 2020 — Present
Education
MetLife Tax Institute
Met Life Tax Institute, Boston, Mass. - February 2007
2007 — 2007
University of Wisconsin-Milwaukee
Mathematics & Chemistry
1984 — 1986
The American College
LUTCF
2004 — 2008
Skills
- Client Services
- Scheduling
- Microsoft Office
- Sales
- Research
- Series 63
- New Business Opportunities
- Regulatory Compliance
- Writing
- Sales Operations
- Long Term Care Insurance
- Notary Public
- Customer Service
- Confidentiality
- Leadership
- Series 66
- Team Leadership
- Series 7
- Strategic Planning
- Financial Planning
- Wealth Management
- Insurance
- Communication
- Business Networking
- New Business Development
- Investments
- Disability Insurance
- Retirement Planning
- Securities
- Public Speaking
- Estate Planning
- Financial Services
- Fixed Annuities
- Analytical Skills
- Executive Administrative Assistance
- Concierge Services
- Life Insurance
- Finance
- Client Development
- Team Building
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