Clemy Law
Sr. Registered Client Service Associate | Open to New Opportunities
- Role
- Sr Registered Client Service Associate at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Clemy Law
Sr. Registered Client Service AssociateConnect with me using: c•••••••@gmail.com All Invitations to Connect Welcome.LION – LinkedIn Open HR Managers, Hiring Managers, Complex Managers connect with me to get access to my network deep in industry years\' experience in the real estate lending industry, work well under pressure, time constraint and with different interested parties. Enjoy the dynamic and the challenge of this industry. My best reward is to help my clients to fulfill their American Dreams and able to help them to lower the burden of mortgage payment.Specialties: simplify complicated transactionsTo brainstorm and collaborate on any of these perspectives, call me now at 41••••••80.
Experience
Sr Registered Client Service Associate
Sep 2017 — Present
Supporting international Financial Advisors, senior VP, VPs, CFP and CFADeeply involve in marketing strategy by maintaining marketing materials, financial planning, alternative investments, fixed incomes products for domestic and international individual and entity clients, retirement & Education plans for individual and entity Help to shape the future of service by modernizing client experience through an elevated standard of carePerform daily administrative duties and business practices, manage & resolve client service items
Education
Humphreys University
BS
1985 — 1987
San Francisco State University, College of Business
MBA
1998 — 2002
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