Melissa D.
Financial Services
- Role
- Client Service Manager at Wealth Enhancement
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Melissa D.
Talented, Financial Management Professional with commitment to client service excellence. Excel at building cross-functional and external relationships, working with business stakeholders, monitor regulatory compliance/risk, and expand knowledge across teams. Apply problem-solving skills to overcome various challenges.
Experience
Client Service Manager
Mar 2024 — Present · Great Neck, NY, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. The financial advisors at Wealth Enhancement Group offer advisory services through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Education
Providence College
Bachelor of Science (B.S.)
Skills
- Managerial Finance
- Healthcare
- Customer Service
- Research
- Finance
- Powerpoint
- Microsoft Excel
- Management
- Financial Accounting
- Google Docs
- Teaching
- Time Management
- Google Apps
- Social Networking
- Outlook
- Microsoft Office
- Microsoft Word
- Public Speaking
- Social Media
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