Experience
Present
Skills
- Business Account
- Finance
- Loan Closings
- Educational Seminars
- Bonds
- Customer Service
- Debt Management
- Workbrain
- Training
- International Transfers
- Loan Documents
- Equities
- Loan Servicing
- Payroll
- Project Management
- Team Leadership
- Staffing Services
- Human Resources
- Legacy Systems
- Interpersonal Skills
- Sales
- Recruiting
- Sep Ira
- Peoplesoft
- Concur
- Salesforce Training
- Investments
- New Account Opening
- Disbursement
- Trust Accounts
- Roth Ira
- Cost Basis Reporting
- Money Transfers
- Account Maintenance
- Mutual Funds
- Workday
- 529 Plans
- Securities Market
- Traditional Ira
- Research
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