Mary Abundo Email & Phone Number
Senior Operations Specialist @ Thrivent Advisor Network
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Mary Abundo Location
- Redondo Beach, CA, US
Mary Abundo Work
- 2021 -now Senior Operations Specialist @
- 2021 -2021 Sales Operations Senior Manager @
- 2017 -2021 Internal Partner @
- 2013 -2017 Vice President, Relationship Management and Operations @
- 2012 -2013 Advisory Consultant @
- 2009 -2012 Operations and Business Specialist @
- 2004 -2009 Advisory Billing and Account Supervisor @
- 2003 -2004 Relationship Coordinator, Advisory Services @
Mary Abundo Education
- UCLA
(Economics)
1979-1984
Mary Abundo Skills
- Series 7
- Customer Service
- Operations Management
- Financial Services
- Series 63
- Wealth Management
- Financial Advisory
- Relationship Management
- Retirement Planning
- Trading
- Investment Advisory
- Investments
- Fixed Income
- Mutual Funds
- Portfolio Management
- Securities
- Equities
- Asset Management
- Asset Allocation
- Finance
- Practice Management
- Microsoft Excel
- Account Management
- Banking
- Customer Relationship Management Crm
- Training
- Customer Relationship Management
Mary Abundo Summary
- Mary Abundo, based in Redondo Beach, CA, US, is currently a Senior Operations Specialist at Thrivent Advisor Network. Mary Abundo brings experience from previous roles at Counterpoint Mutual Funds, LLC, First Point Financial Management and Cetera Financial Group. Mary Abundo holds a 1979 - 1984 UCLA. With a robust skill set that includes Series 7, Customer Service, Operations Management, Financial Services, Series 63 and more. Mary Abundo has 1 emails and 1 mobile phone numbers on RocketReach.
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