Jenel Davis Email & Phone Number
Client Solutions Manager @ Equips
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Jenel Davis Location
- Brookfield, WI, US
Jenel Davis Work
- Client Solutions Manager @ (April 2020 - Present)
- Director of Accounts @ (February 2017 - April 2020)
- Customer Care Manager @ (July 2016 - February 2017)
- Senior Account Manager @ (October 2013 - July 2016)
- Manager of Client Services @ (March 2011 - October 2013)
- Manager of Online Services @ (August 2006 - May 2010)
- Compliance Consultant @ (August 2005 - August 2006)
- Client Administration Specialist @ Strong Retirement Plan Services (February 2003 - December 2004)
- Compliance Consultant @ Strong Financial Services (January 2000 - January 2003)
Jenel Davis Education
- Menomonee Falls High School 1988-1992
- University of Wisconsin - Waukesha
Business Administration and Management (General)
Jenel Davis Skills
- Account Management
- Analysis
- Asset Managment
- Broker-Dealer Compliance
- Business Decision Making
- Business Development
- Business Process
- Business Strategy
- CRM
- Client Development
- Compliance Training
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Customer Service
- FINRA
- FileMaker
- Financial Services
- Five9
- Help Desk Support
- Leadership
- Management
- Microsoft Office
- Needs Analysis
- New Business Development
- Process Improvement
- Professional Designations
- Program Management
- Project Management
- Regulatory Standards
- Relationship Management
- Sales
- Sales Management
- Salesforce.com
- Securities Regulation
- Social Networking
- Strategic Planning
- Strategy
- Team Building
- Team Leadership
- Time Management
- Training
- Vendor Management
- Webinars
- Auditing
- Customer Relationship Management Crm
- PowerPoint
- Financial Risk
- Healthcare
- Broker Dealer Compliance
- Microsoft Word
- Asset Management
- Risk Management
- Microsoft Excel
- Research
- Internal Audit
- Customer Relationship Management
Jenel Davis Summary
- Jenel Davis, based in Brookfield, WI, US, is currently a Client Solutions Manager at Equips. Jenel Davis brings experience from previous roles at Equips and Quest CE. Jenel Davis holds a 1988 - 1992 Menomonee Falls High School. With a robust skill set that includes Account Management, Analysis, Asset Managment, Broker-Dealer Compliance, Business Decision Making and more. Jenel Davis has 3 emails and 2 mobile phone numbers on RocketReach.
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