Joanne Kuczynski Email & Phone Number
Client Liaison and Client Service Associate @ Omni 360 Advisors LLC
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Joanne Kuczynski Location
- Princeton, NJ, US
Joanne Kuczynski Work
- Client Liaison and Client Service Associate @ (February 2025 - Present)
- Office Administrator @ (March 2020 - Present)
- Billing Specialist @ (August 2018 - February 2020)
- COBRA Assistant and Customer Service and Compliance @ (January 2015 - August 2018)
- Associate @ JP Morgan Clearing Corp (March 2008 - October 2013)
- Vice President @ Bear Stearns (February 1992 - March 2008)
Joanne Kuczynski Education
- Wagner College
BS (Business Administration)
1985-1989
Joanne Kuczynski Skills
- Auditing
- Responsibility
- Transferring
- Policies and Procedures
- Regulations
- Monitors
- R
- Accounting
- Jersey
- Dividends
- Fixed Income
- Delaware
- Google Groups
- Insurance
- OTC
- Matching
- Sales
- Trust
- History
- Evaluations
- Net
- Reconcile
- Settlement
- Journal Entries
- Computer Proficiency
- Reviews
- Troubleshooting
- Coordinate
- Schedules
- Brooklyn
- Real Time
- Certificates Of Deposit
- New Clients
- Aid
- Business Administration
- Microsoft Word
- Fashion
- Stocks
- Microsoft Excel
- Testing
- Extend
- Suspense
- DTC
- India
- Bear
- Customer Service
- Onboarding
- Cashiering
- Data Conversion
- Municipalities
- Real Estate Transactions
- Management
- Si
- Confirmation
- Trading
- Science
- General Ledger
- Reporting
- Municipal Bonds
- Train Employees
- Depository
- Syndicate
- Breaks
- Brokers
- Electronic Trading Systems
- Securities
- ERD
- Pricing
- Clearing
- .NET
Joanne Kuczynski Summary
- Joanne Kuczynski, based in Princeton, NJ, US, is currently a Client Liaison and Client Service Associate at Omni 360 Advisors LLC (Formerly Shah Total Planning). Joanne Kuczynski brings experience from previous roles at Dedicated Financial Services, Regional Cancer Care Associates, Office of Compliant Administration (OCA) and JP Morgan Clearing Corp. Joanne Kuczynski holds a 1985 - 1989 BS in Business Administration @ Wagner College. With a robust skill set that includes Auditing, Responsibility, Transferring, Policies and Procedures, Regulations and more. Joanne Kuczynski has 2 emails and 1 mobile phone numbers on RocketReach.
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