Chelsey Cathcart
Client Service Associate at UBS Financial Services, Inc.
- Role
- Client Service Associate at UBS
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Service Associate
Apr 2017 — Present · Cleveland/Akron, OH, US
Education
Columbus State Community College
Associate Arts of Science, Sport and Exercise Studies; Exercise Science
2010
Skills
- Series 6
- Insurance
- Customer Service
- Investments
- Microsoft Office
- Sales
- Leadership
- Financial Planning
- Fixed Annuities
- Retirement
- Gotomeeting
- Financial Services
- Relationship Building
- Retirement Planning
- Life Insurance
- Finance
- Mutual Funds
- Management
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