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
- Senior Operations Specialist @ (October 2021 - Present)
- Sales Operations Senior Manager @ (March 2021 - October 2021)
- Internal Partner @ (March 2017 - March 2021)
- Vice President, Relationship Management and Operations @ (September 2013 - March 2017)
- Advisory Consultant @ (March 2012 - September 2013)
- Operations and Business Specialist @ (January 2009 - March 2012)
- Advisory Billing and Account Supervisor @ (April 2004 - January 2009)
- Relationship Coordinator, Advisory Services @ (September 2003 - April 2004)
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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