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Joseph Plank Location
Aurora, CO, US
Joseph Plank Work
Global Quality Assurance Analyst II @ (October 2007 - Present)
Series 7 Retirement Plans Specialist and Client Services Representative for Columbia Mutual Funds @ (September 2001 - May 2007)
Series 7 Operations Specialist II @ (July 1998 - June 2001)
Associate Telephone Counselor @ (February 1998 - July 1998)
Mutual Fund Trader- Datalynx Department @ (March 1995 - February 1998)
Joseph Plank Education
Benedictine College
Bachelor of Arts (Economics)
Joseph Plank Skills
Call Center
Mortgage Lending
Credit Cards
Customer Service
Mutual Funds
Investments
Series 7
Analyst
Mortgage
Retirement Plans Specialist
Trading
Vendor Management
Compliance
Auditing
Training
Mentoring
Mortgage Underwriting
USA PATRIOT Act
Quality Assurance
Call Centers
Joseph Plank Summary
Joseph Plank, based in Aurora, CO, US, is currently a Global Quality Assurance Analyst II at Western Union. Joseph Plank brings experience from previous roles at Bank of America, Charles Schwab, TIAA-CREF and Fiserv. Joseph Plank holds a Bachelor of Arts in Economics @ Benedictine College. With a robust skill set that includes Call Center, Mortgage Lending, Credit Cards, Customer Service, Mutual Funds and more. Joseph Plank has 2 emails on RocketReach.
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