James Ziel
Agency Supervisory Officer @The Pelora Group
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2014 — Present
Agency Supervisory Officer @The Pelora Group
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Charlotte, NC, US
EDUCATION
1998 — 2003
University of California, Davis
B.A.
SKILLS
Microsoft OfficeUniform Combined State LawAnalysisNeeds AnalysisFinancial ServicesSecurities RegulationMicrosoft ExcelInsuranceSeries 24Strategic Financial PlanningExcelRisk ManagementCoachingSeries 7Series 63Strategic PlanningProcess ImprovementEquitiesComplianceSeries 4Series 53Customer ServiceBrokerageCall CentersNegotiationVendor RelationsSeries 66Call CenterFinancial RiskFinraProblem SolvingQuality AssuranceRisk
ABOUT JAMES ZIEL
I am an Agency Supervisory Officer with The Pelora Group. I help ensure our financial…
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