Javier C. Email
Advisory Operations Associate @ Level Four Wealth Management
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Javier C. Work
- 2012 -2013 Lead Negotiator @ Allstate National Processing
- 2007 -2012 CRM Manager and Marketing Analyst @
- 2006 -2007 Margin Risk Analyst @ Brook Street Securities
- 2004 -2007 IRA Administrator @
- 2001 -2004 Annuities Retirement Specialist @
- 2020 -now Advisory Operations Associate @
- 2019 -2019 Client Services Coordinator @
- 2014 -2018 Investor Support Manager @
- 2013 -2014 Coordinator (Contract) @
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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