Sarajean Depalma
Registered Client Service Associate at Morgan Stanley
- Role
- Csa at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sarajean Depalma
My worthy ideal is to educate, empower, and inspire open minded individuals and families…
Experience
Csa
Mar 2020 — Present · Morristown, NJ, US
Skills
- Sales Operations
- Customer Service
- Diversification
- Building Relationships
- Marketing
- Account Management
- Direct Marketing
- Financial Analysis
- College Savings Plans
- Strategic Planning
- Sales Management
- Microsoft Office
- Sales
- Risk Tolerance
- Employee Benefits
- Microsoft Excel
- Powerpoint
- Monte Carlo Simulation
- Management
- Team Building
- Microsoft Word
- Modern Portfolio Theory
- Salesforce.com
- Retirement Planning
- Insurance
- Social Media
- Financial Services
- Cold Calling
- Outlook
- Leadership
- Finance
- Sales Process
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