Melissa Moser Email & Phone Number
Senior Manager and Vice President Field and Client Support Services @ RBC Wealth Management
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Melissa Moser Location
- Saint Paul, MN, US
Melissa Moser Work
- Senior Manager and Vice President Field and Client Support Services @ (October 2021 - Present)
- Assistant Complex Manager, Vice President @ (January 2019 - October 2021)
- Administrative Complex Manager @ (April 2017 - January 2019)
- Senior Compliance Manager @ (May 2015 - May 2017)
- Registered Securities Principal @ (October 2005 - May 2015)
- Vice President @ Bremer Investment Services (October 2005 - May 2015)
- Registered Principal @ (October 2005 - May 2015)
- Sr. Branch Administrative Manager @ (February 2000 - October 2005)
- Registered Sales Assistant @ (July 1996 - February 2000)
- Corporate Trainer @ The Glass Depot (May 1994 - July 1996)
Melissa Moser Education
- University of St. Thomas
Marketing (Marketing, Business)
1988-1992 - Hill-Murray High School
(College/University Preparatory and Advanced High School/Secondary Diploma Program)
1984-1988
Melissa Moser Skills
- Management
- Investment Management
- Employee Training
- Customer Service Management
- Training and Development (HR)
- Business Process Improvement
- Coaching
- Microsoft Excel
- Leadership
- Operations Management
- Teamwork
- Team Management
- Brokerage
- Client Relations
- Customer Relationship Management (CRM)
- Microsoft Office
- Team Leadership
- Life & Health Insurance Licenses
- People Management
- Change Management
- Risk Management
- Series 9/10
- Series 24
- Wealth Management Services
- Finance
- Sales
- Retirement Planning
- Wealth Management
- Financial Advisory
- Mergers & Acquisitions
- Strategic Planning
- Venture Capital
- Financial Analysis
- Leadership Development
- Process Improvement
- Portfolio Management
- Banking
- Budgets
- Insurance
- Securities
- Series 7
- Financial Planning
- Asset Management
- Investments
- Received Quarterly Leadership award for First Quarter 2016!
- Financial Services
- Compliance
- Mergers and Acquisitions
- Services
Melissa Moser Summary
- Melissa Moser, based in Saint Paul, MN, US, is currently a Senior Manager and Vice President Field and Client Support Services at RBC Wealth Management. Melissa Moser brings experience from previous roles at RBC Wealth Management, Ameriprise Financial Services, Inc. and Bremer Investment Services /Raymond James Financial Services. Melissa Moser holds a 1988 - 1992 Marketing in Marketing, Business @ University of St. Thomas. With a robust skill set that includes Management, Investment Management, Employee Training, Customer Service Management, Training and Development (HR) and more. Melissa Moser has 2 emails and 1 mobile phone numbers on RocketReach.
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