Francesca Loeffler's Location
New York, NY, US
Francesca Loeffler's Work
- Assistant Branch Leader @ Fidelity Investments
- Private Client Group - Senior Relationship Manager @ Fidelity Investments
- Private Client Group - Relationship Manager @ Fidelity Investments
- Financial Representative @ Fidelity Investments
- Wealth Management - Operations @ LCM Capital Advisors
- Supervisor of Cash Application @ Star2Star
Francesca Loeffler's Education
- University of South Florida
Bachelor's Degree (Dual Degree - Finance and Business Management)
2008 - 2013
Francesca Loeffler's Skills
- PowerPoint
- Social Media
- Provide Excellent Customer Service
- Create Procedure Documentation
- Detail Oriented
- Data Entry
- Strong Organizational and Verbal/Written Communication Skills
- Communication
- Process Improvement
- Bank Reconciliation
Francesca Loeffler's Summary
Francesca Loeffler, based in New York, NY, US, is currently a Assistant Branch Leader at Fidelity Investments, bringing experience from previous roles at Fidelity Investments and LCM Capital Advisors. Francesca Loeffler holds a 2008 - 2013 Bachelor's Degree in Dual Degree - Finance and Business Management @ University of South Florida. With a robust skill set that includes PowerPoint, Social Media, Provide Excellent Customer Service, Create Procedure Documentation, Detail Oriented and more, Francesca Loeffler contributes valuable insights to the industry. Francesca Loeffler has 1 email on RocketReach.
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