Emilia Roy
Annuity Specialist @Aspida
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WORK HISTORY
Annuity Specialist @Aspida
Maintain open lines of communication with upper management to perform special projects as requested.• Train and develop new hires on product knowledge and eciency for handling tasks to meet SLA guidelines.• Collaborate with various departments to analyze products, services, and business procedures to develop ideas to enhance and ensure partner experience.• Handle Escalation Calls as needed for the Operations team.• Facilitate training sessions to enhance understanding andadherence to compliance policies and fraud prevention.
EDUCATION
Utica University
Master of Science - MS, Forensic Accounting
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
SKILLS
ABOUT EMILIA ROY
I have 8 years of experience working in the financial industry. Currently, I work as an Annuity Specialist at Aspida. I\'m deeply passionate about educating and helping others achieve their financial goals, creating an inviting work environment, and protecting company assets through fraud prevention. In addition to finance, I also have 13 years of experience in customer service through previous and current roles in the food service, marketing, and spa industries. Outside of work, I enjoy singing, playing instruments, traveling, reading a good book, and finding a great sushi restaurant!
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