Heather Stickney
Officer; Wealth Management Client Associate
- Role
- Officer Wealth Management Client Associate at Merrill Lynch
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Heather Stickney
I’m a seasoned wealth management client associate who prides herself on delivering white…
Experience
Officer Wealth Management Client Associate
Sep 2010 — Present · Walnut Creek, CA, US
Education
Acalanes High School
Diploma
University of San Francisco
Bachelor of Science
Skills
- Marketing
- Notary Public
- Multi-Tasking
- Analytics
- Results Oriented
- Crm
- Client Liaison
- Coaching
- Building Relationships
- Business Development
- Relationship Management
- Thomsonone
- Client Services
- Inside Sales
- Client Centered
- Advertising
- Salesforce.com
- Event Management
- Account Management
- Client Rapport
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