Joyce K. Email
Associate Vice President @ Rockefeller Capital Management
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Joyce K. Location
- Trenton, NJ, US
Joyce K. Work
- Associate Vice President @ (January 2025 - Present)
- Operations Analyst - Alternative Investments @ (August 2021 - January 2025)
- Dealer Service Specialist @ (March 2018 - May 2020)
- Broker Dealer Service Specialist @ (November 2006 - March 2018)
- Customer Service Representative @ (January 1998 - November 2006)
- Customer Service Representative @ Foresters Investors Services formerly First Investors (Aquila Distributors) (September 1991 - January 1998)
- Rollover Clerk @ Foresters Investors Services formerly First Investors (October 1987 - September 1991)
Joyce K. Education
- St. John's University
Bachelor's degree (Finance & Economics)
1991-1998 - Middlesex College
Associate's degree (Accounting)
Joyce K. Skills
- Accounting
- Attention to Detail
- Broker-Dealer
- Broker-Dealer Operations
- Call Center Administration
- Client Onboarding
- Client Rapport
- Critical Thinking
- Customer Service
- Customer Service Operations
- Customer Service Representatives
- Customer Service Training
- Customer Support
- Customer-focused Service
- Exceeding Customer Expectations
- Finance
- Financial Planning
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Interpersonal Skills
- Investment Brokerage
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Retirement Planning
- Retirement Products
- Securities
- Series 6
- Skilled Multi-tasker
- Strategic Planning
- Teamwork
- Time Management
- Training
- Transaction Processing
- Transfer Agency
- Working with Brokers
- Workload Prioritization
Joyce K. Summary
- Joyce K., based in Trenton, NJ, US, is currently a Associate Vice President at Rockefeller Capital Management. Joyce K. brings experience from previous roles at Rockefeller Capital Management and Foresters Financial. Joyce K. holds a 1991 - 1998 Bachelor's degree in Finance & Economics @ St. John's University. With a robust skill set that includes Accounting, Attention to Detail, Broker-Dealer, Broker-Dealer Operations, Call Center Administration and more. Joyce K. has 1 emails on RocketReach.
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