Pamela Getner

I help business owners MOVE day-to-day busy work so they can FOCUS on what they love & GROW their business. Administrative • Email Management • CRM Management

Role
Investment Advisor Support Specialist at Pfs Investments
Location
Harrisburg, US
LinkedIn followers
500 followers

About Pamela Getner

Licensed financial wealth management professional with 12+ years of analytical and…

Experience

  1. Investment Advisor Support Specialist

    Pfs Investments

    Dec 2024 — Present · York, PA, US

    Monitor and respond to telephone inquiries regarding managed accounts fromIA\'s. Also, work with team members and management to makeand implement recommendations concerning department changes, improvements and enhancements.

Skills

  • Marketing Strategy
  • Social Media
  • Team Leadership
  • Sales Management
  • Selling
  • Customer Service
  • Marketing Communications
  • Strategic Planning
  • Microsoft Office
  • Sales
  • Microsoft Excel
  • Marketing
  • Account Management
  • New Business Development
  • Online Marketing
  • Excel
  • Management
  • Team Building
  • Leadership
  • Public Relations

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Pamela Getner — Investment Advisor Support Specialist at Pfs Investments in Harrisburg, US | Unifers