Rachel Fox
Operations at Wealth2k, Inc
- Role
- Vice President Operations at Wealth2k
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Rachel Fox
Specialties: Change Management, Project Management, Strategic Planning, Vendor Relations,…
Experience
Vice President Operations
Oct 2013 — Present · Boston, MA, US
Skills
- Business Development
- Client Relations
- Change Management
- Client Services
- Inside Sales
- Streamlining Operations
- Banking
- Mutual Funds
- Compliance
- Securities
- Customer Relationship Management (Crm)
- Operations
- Staff Supervision
- Retirement Planning
- Transitions
- Marketing
- Administration
- Business Change Management
- Time Management
- Team Building
- Protocol
- Project Execution
- Staff Development
- Protocol Development
- Financial Services
- Crm
- Executive Management
- Problem Solving
- Business Planning
- Operations Management
- Insurance
- Leadership
- Client
- Customer Service
- Customer Relations
- Sales
- Small Business
- Team Leadership
- Staff Management
- New Business Development
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