Jaime Vazquez Email & Phone Number
Client Relations Manager @ Levin Financial Group
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Jaime Vazquez Location
- Tampa, FL, US
Jaime Vazquez Work
- Client Relations Manager @ (August 2026 - Present)
- Client Service Associate @ (June 2025 - June 2026)
- Client Services Associate @ (November 2024 - May 2025)
- Relationship Manager @ (October 2014 - August 2024)
- Financial Assistant @ D&G Associates (October 2014 - April 2017)
- Audi Brand Specialist @ (July 2013 - July 2014)
- Client Relationship Manager @ (May 2012 - June 2013)
- Marketing Advisor @ (December 2011 - March 2012)
- Account Executive @ (March 2010 - October 2010)
- Institutional, Client Relationship Administrator @ (August 2006 - July 2009)
- Flagship, High Net Worth Client Service Representative @ (August 2004 - August 2006)
- Small Business Services, Client Relationship Associate @ (May 2002 - August 2004)
- Small Business Services, Processing Associate @ (October 2000 - May 2002)
Jaime Vazquez Education
- Arcadia University
(Business Administration)
- Strayer University
- Strayer University
(Business Administration)
Jaime Vazquez Skills
- Sales
- Manage Client Relationships
- Profit Sharing
- Investments
- Negotiation
- Underwriting
- Asset Allocation
- Mail Sorting
- Sales Management
- Qualified Retirement Plans
- Administrative Support
- Commitment to Customer Service
- Roth IRA
- Sales Prospecting
- 401k
- Automotive Sales Training
- Automotive Sales
- Customer Service
- ERISA
- Client Liaison
- Marketing Management
- Financial Services
- Leadership
- Networking
- Qualified Retirement
- New Business Development
- Sales Presentations
- Life Insurance
- Retirement
- IRAs
- Microsoft Office
- Inventory Management
- Cross Selling
- Automotive
- Office Administration
- High Net Worth
- Client Relations Skills
- Manage Client
- Financial Analysis
- Customer Relationship Management Crm
- Microsoft Publisher
- Client Development
- Retirement Planning
- Support
- Outlook
- Licensing
- 401k Rollovers
- Services
- Model Portfolios
- Mutual Funds
- High Net Worth Individuals
- CRM
- Financial Systems
- Simple IRA
- Commitment to Customer
- Client Education
- Office Management
- RMDS
- Benchmarking
- Positive Team Player
- RFP Design
- Salesforce.com
- RFP Generation
- Ira
- Customer Relationship Management
- Management
- Envestnet
Jaime Vazquez Summary
- Jaime Vazquez, based in Tampa, FL, US, is currently a Client Relations Manager at Legacy Wealth Partners. Jaime Vazquez brings experience from previous roles at WellSpring Financial, Affinity Wealth Management LLC, Broad Street Financial, LLC and D&G Associates. Jaime Vazquez holds a Arcadia University. With a robust skill set that includes Sales, Manage Client Relationships, Profit Sharing, Investments, Negotiation and more. Jaime Vazquez has 2 mobile phone numbers on RocketReach.
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Top Levin Financial Group Employees
Michael Levin
President and CEO
Florida, United States
Chris Cuccia
Managing Partner
United States
Sophia Belilovskiy
Financial Professional
Tampa, FL, US
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