Mary Ruffin
Shareholder Services at Nottingham
- Role
- Shareholder Services at Nottingham
- Location
- Rocky Mount, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Mary Ruffin
After owning my own insurance agency for 21 years I have proven that I have the…
Experience
Shareholder Services
Oct 2018 — Present · Rocky Mount, NC, US
Maintain shareholder records, process statements and maintain fund reports, manage cash movement for mutual funds and ETFs. Update and maintain broker/dealer agreements, maintain relations with fund managers, support ETF management.Licenses held: Series 6 and 63
Skills
- Term Life Insurance
- Fixed Annuities
- Insurance
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