Javier C. Email
Advisory Operations Associate @ Level Four Wealth Management
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Javier C. Work
- Lead Negotiator @ Allstate National Processing (January 2012 - January 2013)
- CRM Manager and Marketing Analyst @ (January 2007 - January 2012)
- Margin Risk Analyst @ Brook Street Securities (January 2006 - January 2007)
- IRA Administrator @ (January 2004 - January 2007)
- Annuities Retirement Specialist @ (January 2001 - January 2004)
- Advisory Operations Associate @ (January 2020 - Present)
- Client Services Coordinator @ (March 2019 - August 2019)
- Investor Support Manager @ (January 2014 - January 2018)
- Coordinator (Contract) @ (January 2013 - January 2014)
Javier C. Skills
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Business Process Improvement
- Account Management
- Direct Marketing
- Analytics
- Project Management
- Sales
- Marketing Communications
- Customer Acquisition
- Market Research
- Marketing Strategy
- Business Development
- Quality Assurance
- Analytical Skills
- Writing
- Strategic Planning
- Cost Reduction
- KPI
- Project Coordination
- Budget Management
- Accounts Payable
- Salesforce.com
- Team Leadership
- Management
- Training
- Relationship Building
- Communication
- Public Speaking
- Employee Training
- Conflict Resolution
- Customer Engagement
- Team Building
- Time Management
- Critical Thinking
- Negotiation
- Profit Optimization
- Procedure Development
- Well-Informed Decision Making
- Productivity
- Client Retention
- Investor Support
- Deadline-Oriented
- Talent Acquisition
- Attention to Detail
- Customer Support
- Problem Solving
- Client Relations
- Financial Planning
Javier C. Summary
- Javier C., is currently a Advisory Operations Associate at Level Four Wealth Management. Javier C. brings experience from previous roles at Allstate National Processing, Tax & Financial Group, Brook Street Securities and Wells Fargo. With a robust skill set that includes Customer Relationship Management (CRM), Customer Retention, Customer Service, Business Process Improvement, Account Management and more. Javier C. has 1 emails on RocketReach.
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