Maria Sullivan Email & Phone Number
Paraplanner @ JL Smith | Wealth & Tax Planning
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Maria Sullivan Location
- Rocky River, OH, US
Maria Sullivan Work
- Paraplanner @ (September 2023 - Present)
- Operations Lead @ (June 2022 - September 2023)
- Supervisor @ (June 2020 - February 2023)
- Senior Registered Client Associate @ Wells Fargo Advisors (November 1988 - April 2021)
Maria Sullivan Education
- University of Dayton
English Language and Literature (General)
1980-1984
Maria Sullivan Skills
- Account Management
- Administration
- Administrative Assistance
- Assisting Others
- Client Accounts
- Client Contact
- Client Liaison
- Client Rapport
- Client Relations
- Client Services
- Communication
- Creative Problem Solving
- Customer Experience
- Customer Experience Management
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Customer Support
- Financial Services
- Helping Clients
- Holistic Financial Planning
- Interpersonal Skills
- Management
- Operational Support
- Operations Management
- Organization Skills
- People Management
- Problem Solving
- Securities License
- Skilled Multi-tasker
- Trading
- Working With Clients
- Written Communication
Maria Sullivan Summary
- Maria Sullivan, based in Rocky River, OH, US, is currently a Paraplanner at JL Smith | Wealth & Tax Planning. Maria Sullivan brings experience from previous roles at Party City, Petco and Wells Fargo Advisors. Maria Sullivan holds a 1980 - 1984 English Language and Literature in General @ University of Dayton. With a robust skill set that includes Account Management, Administration, Administrative Assistance, Assisting Others, Client Accounts and more. Maria Sullivan has 1 emails and 1 mobile phone numbers on RocketReach.
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