Savannah Reeves
Shared Services Coordinator @Longview Planning Partners
Memphis, TN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2021 — Present
Shared Services Coordinator @Longview Planning Partners
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Memphis, TN, US
Offer support to several agents within our firm including but not limited to- New Business Onboarding - Opening New Accounts & Insurance Policies - Tracking open cases & assist with organization- Client communication & follow up - Billing & Managing Financial Planning Fees - Funding investment accounts - Collecting Insurance Premiums due - Assisting Clients Through Underwriting Process- Compliance
ABOUT SAVANNAH REEVES
Shared Financial Services
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