Ann Ereg Email & Phone Number
Customer Service Associate @ California Financial Advisors
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Ann Ereg Location
- San Ramon, CA, US
Ann Ereg Work
- Customer Service Associate @ (May 2025 - Present)
- Client Services and Office Operations @ Retirement Wealth and Tax Advisors (October 2024 - March 2025)
- Senior Operations Specialist-Proxy Freedom LLC @ Proxy Freedom LLC (September 2022 - June 2024)
- Client Relations and Service Associate @ (June 2021 - September 2022)
- Client Relations and Service Associate @ (June 2021 - September 2022)
- Field Compliance Administrator @ (November 2018 - April 2020)
- Assistant Manger @ Tribez Salon and Spa (August 2015 - September 2018)
- Customer Service Representative @ (May 2008 - February 2012)
- Underwriting Manager @ (February 2006 - March 2008)
- Assistant Manager-Appraisal Review @ (August 2002 - February 2006)
Ann Ereg Education
- Oakland University
Bachelor of Arts (BA) (Communication, General)
2003-2006
Ann Ereg Skills
- Coaching
- Team Management
- Operational Activities
- Payment Card Processing
- Data Entry
- Financial Instruments
- Cash Flow Forecasting
- New Business Development
- Resolving Issues
- Customer Engagement
- Business Intelligence (BI)
- High Level Of Accuracy
- Attention to Detail
- Budgeting
- Financial Reporting
- Communication Training
- Cash Management
- Oral Communication
- Problem Solving
- Dispute Resolution
- Analytical Skills
- Regulatory Compliance
- Team Leadership
- USA PATRIOT Act
- Business Requirements
- Training
- Interpersonal Skills
- Business Relationship Management
- Customer Service Management
- Communication
- Leadership
- Organization Skills
- Teamwork
- Passionate about Work
- Banking
- Customer Service
- Loans
- Public Relations
- Social Media
- Social Networking
- Strategic Planning
- Public Speaking
- Microsoft Office
- Sales
- Team Building
- Management
Ann Ereg Summary
- Ann Ereg, based in San Ramon, CA, US, is currently a Customer Service Associate at California Financial Advisors. Ann Ereg brings experience from previous roles at Retirement Wealth and Tax Advisors, Proxy Freedom LLC and Vitucci & Associates. Ann Ereg holds a 2003 - 2006 Bachelor of Arts (BA) in Communication, General @ Oakland University. With a robust skill set that includes Coaching, Team Management, Operational Activities, Payment Card Processing, Data Entry and more. Ann Ereg has 3 emails and 3 mobile phone numbers on RocketReach.
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