Joanna Wallis Email & Phone Number
Chief of Staff @ Trivium Point Advisory
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Joanna Wallis Location
- New York, NY, US
Joanna Wallis Work
- Chief of Staff @ (November 2024 - Present)
- Director of Operations @ (June 2021 - November 2024)
- Associate Director, Operations @ (August 2020 - June 2021)
- Client Services and Operations Manager @ (September 2018 - August 2020)
- Client Services Associate @ (August 2016 - September 2018)
- Founder @ The Cooking Fairy (January 2013 - March 2016)
- Client Relationship Manager @ (December 1998 - April 2002)
Joanna Wallis Education
- Altrincham Girls Grammar School, United Kingdom 1984-1992
Joanna Wallis Skills
- Long Term Customer Relationships
- Social Media
- Client Relations
- B2B
- Key Account Management
- Account Management
- Sales
- Client Services
- Business Development
- Office Administration
- Advertising Sales
- Client Co Ordination
- Strategic Planning
- Marketing
- Microsoft Excel
- Change Management
- Customer Service
- Customer Support
- Social Media Marketing
- Customer
- Customer Engagement
- Management
- Project Management
- Customer Experience
- Financial Advisory
- Investment Management Industry
- Sales Operations
- Investments
- Managing Accounts
- Financial Services
- Client Accounts
- FINRA
- Onboarding
- High degree of initiative
- MS Office
- Managing Workflow
- Back Office Operations
- Investment Management
- Analytical Skills
- Business Operations
Joanna Wallis Summary
- Joanna Wallis, based in New York, NY, US, is currently a Chief of Staff at Trivium Point Advisory. Joanna Wallis brings experience from previous roles at Cambium Group, Grayscale Investments and Strategies for Wealth. Joanna Wallis holds a 1984 - 1992 Altrincham Girls Grammar School, United Kingdom. With a robust skill set that includes Long Term Customer Relationships, Social Media, Client Relations, B2B, Key Account Management and more. Joanna Wallis has 2 emails and 1 mobile phone numbers on RocketReach.
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