Elizabeth Dodgson
Registered Client Service Associate - Stifel
- Role
- Registered Client Service Associate - Stifel at Stifel Financial Corp.
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Elizabeth Dodgson
As a member of PearlStreet Investment Management, my first priority is to deliver…
Experience
Registered Client Service Associate - Stifel
Aug 2016 — Present · Ada, MI, US
Education
Forest Hills Northern
College Prep.
Michigan State University
Bachelors of Arts
Skills
- Strategic Planning
- Investments
- Customer Service
- Microsoft Office
- Sales
- Marketing Communications
- Financial Analysis
- Social Networking
- Business Development
- Wealth Management
- Entrepreneurship
- Event Planning
- Management
- Team Building
- Financial Services
- Event Management
- Marketing
- Budgets
- Life Insurance
- Term Life Insurance
- Small Business
- Finance
- Marketing Strategy
- Public Speaking
- Leadership
- Financial Planning
- Financial Advisory
- Advertising
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