Shea Durkin
Operations Specialist @Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Signup · Get unlimited contacts
WORK HISTORY
Operations Specialist @Wealthbridge Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Lake Oswego, OR, US
Handling client inquiries and service requests, such as money movements and beneficiary updates. Following up with home office and team members to ensure timely completion of tasks. Noting every interaction and action in CRM to work seamlessly with a team. Studying to attain my Series 66 so that I can submit trades and account rebalances.
EDUCATION
University of Oregon - Charles H. Lundquist College of Business
Master of Science - MS
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science - BS
SKILLS
ABOUT SHEA DURKIN
I have over three years of professional knowledge and experience in financial planning…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.