Shakuntala Seodarsan
Financial Services Representative: Series 7 License and Series 63 License
- Role
- Financial Services Representative at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Shakuntala Seodarsan
The Postings on this site are my own and do not necessarily represent Bank of America\'s…
Experience
Financial Services Representative
Mar 2024 — Present · US
Education
Adelphi University
MBA, MARKETING & MANAGEMENT
2009 — 2012
Queens College
Bachelor's degree, Accounting
1999 — 2003
Skills
- Powerpoint
- Microsoft Excel
- Outlook
- Microsoft Office
- Sales
- Training
- Business Analysis
- Market Research
- Mortgage Lending
- Credit Analysis
- Accounting
- Loans
- Management
- Team Building
- Leadership Development
- Coaching
- Mortgage Banking
- Credit
- Financial Modeling
- Strategic Planning
- Banking
- Marketing
- Series 63
- Financial Reporting
- Budgets
- Finance
- Customer Service
- Microsoft Word
- Series 7
- Team Leadership
- Leadership
- Residential Mortgages
- Business Development
- Call Centers
- Loan Origination
- Negotiation
- Access
- Analysis
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