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Derise Rodriguez-Bunn
Branch Office Administrator @Edward Jones
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WORK HISTORY
Branch Office Administrator @Edward Jones
Portland, TX, US
Serve as the first point of contact for clients while supporting financial advisors with daily operations. Oversee branch operations while delivering outstanding client service. Partner with advisors to manage accounts, coordinate schedules, and maintain compliance, ensuring efficiency and trust at every step.
EDUCATION
ECornell University
Program Management and System Design
ABOUT DERISE RODRIGUEZ-BUNN
Branch Office Administrator | Delivering Administrative & Client Support in Financial Services
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