Ellen Broderick Email & Phone Number

Branch Office Administrator @ Edward Jones US

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Ellen Broderick Location

Massapequa, NY, US

Ellen Broderick Work

2023 -now Branch Office Administrator @
2021 -2023 Operations Manager @
2018 -2020 Senior Branch Operations @ Oppenheimer & Company
2014 -2017 Chief Operations Officer @ Coastline Wealth Management
2012 -2014 Operations Manager @ Coastline Wealth Management
2011 -2012 Contractor and Registered Support Administrator @
2004 -2010 Operations Manager and Junior Partner @ Old Castle Financial Advisors
2002 -2004 Financial Advisor @ Economic Planning Group
1999 -2001 Director - Marketing and Communications @ Fidelity Investors
1993 -1999 Vice President - Global Branch Support @ Lehman Brothers
1976 -1987 Business Analyst - Quality Assurance @
1987 -1993 Vice President - Quality Assurance and Performance Re-Engineering @ Shearson, Lehman Brothers

Ellen Broderick Skills

Broker-Dealer Compliance
Attention to Detail
Analytical Skills
Series 63
Series 7
Wealth Management
Retirement Planning
Strategic Financial Planning
Portfolio Management
Investments
Finance
Securities
Financial Services
Mutual Funds
Management
Fixed Annuities
CRM
Business Planning
Financial Planning
Leadership
Securities Regulation
Trading
Finra
Administrative Assistance
Consulting
Client Contact
Market
Multi Currency
Nasd
Payments
Insurance
Overseeing
Small Office
Vendors
Brokerage
Net
Pioneer
Service Standards
Motivational Speaking
Invention
Mainframe
Client Accounts
Savings
Content Strategy
Customer Management
Bear
New Service
Direct Mail
Travel
Revenue
Design
Financial Statements
Change Agent
Descriptions
American Express
Technology Development
Clearing
Monitors
Axys
Qualifying Prospects
Workflow
Face To Face
Execution
Brand Development
Seminars
Cross Selling
Brand Awareness
Troubleshooting
System
Business Services
Cell
Explaining
Layout
Reports
Operational Functions
Life Insurance
Microsoft Office
Operations Management
Withholding
Information Quality
Microsoft Excel
New Business Development
Illustration
Asset Management
Training
External Clients
Long Term Care
Disability Insurance
Order Fulfillment
Robust
Operational Excellence
American
Research
Reporting
Service Delivery
Partnerships
Mechanisms
Advertising Agency
Chart of Accounts
Handling Money
Concepts
Vehicles
Jersey
Pensions
Brand Marketing
Instrumental
Retail
Event Planning
Accountability
ARM
Business Expansion
Notices
Fidelity
Client Services
Communication
Home
Business Analysis
Negotiation
Business Operations
Quality Assurance
Regulatory Requirements
Operations
Summaries
Resourceful
Set Priorities
Lake Homes
Marketing
Checks
Project
Account Servicing
Strategic Financial
Rollouts
Brokers
Designations
Losses
Identity
Presentations
Pricing
Computer Proficiency
Websites
Responsibility
Internal Audit
Means
Packaging
Client Correspondence
Regulations
Meaningful
Retaining
Product Lines
Rapport
Credibility
System Conversion
Economic Planning
Private Clients
IRS
Branches
Structured Finance
Tax
New York
Insightful
Variable Annuities
Guidelines
Patient Outcomes
Materials
ADP Payroll
Software
Marketplace
Morningstar
Related Services
Strengthening
Knowledge Base
Wall Street
Stocks
Treasury
Budgets
Recoveries
Problem Solving
Castle
Meetings
Health Insurance
Tax Reporting
Customer Base
Office Operations
Coordinated
Performance Management
Dealers

Ellen Broderick Summary

Ellen Broderick, based in Massapequa, NY, US, is currently a Branch Office Administrator at Edward Jones US. Ellen Broderick brings experience from previous roles at Diversified Financial Solutions, Inc, Oppenheimer & Company and Coastline Wealth Management. With a robust skill set that includes Broker-Dealer Compliance, Attention to Detail, Analytical Skills, Series 63, Series 7 and more. Ellen Broderick has 3 emails on RocketReach.