Crystal Wasta Email
Senior Registered Client Service Specialist and Operations Coordinator @ CD Wealth Management
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Crystal Wasta Location
- Dallas, TX, US
Crystal Wasta Work
- Senior Registered Client Service Specialist and Operations Coordinator @ (August 2025 - Present)
- Director of Investment Operations @ (June 2021 - September 2025)
- Registered Client Service Specialist @ (June 2017 - July 2021)
- Operations Coordinator @ (August 2014 - June 2017)
- Operations @ (September 2008 - June 2014)
- Customer Service Representative @ ING Life Insurance & Annuity Company (May 2007 - September 2008)
Crystal Wasta Education
- Drake University
Bachelor of Arts (BA) (Music & English)
2003-2007
Crystal Wasta Skills
- Adobe Acrobat
- Albridge
- Back Office
- Basic Trauma Therapy
- Collaborative Problem Solving
- Customer Service
- DST
- Data Entry
- FINRA CRD
- Imaging Systems
- Job Aid Creation/Editing
- Microsoft Office
- New Hire Training
- OnBase
- Pershing NetX
- Salesforce.com
- Series 7
Crystal Wasta Summary
- Crystal Wasta, based in Dallas, TX, US, is currently a Senior Registered Client Service Specialist and Operations Coordinator at CD Wealth Management. Crystal Wasta brings experience from previous roles at CD Wealth Management, Lincoln Financial Advisors and ING Financial Partners. Crystal Wasta holds a 2003 - 2007 Bachelor of Arts (BA) in Music & English @ Drake University. With a robust skill set that includes Adobe Acrobat, Albridge, Back Office, Basic Trauma Therapy, Collaborative Problem Solving and more. Crystal Wasta has 1 emails on RocketReach.
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