Meredith Palmer Email & Phone Number
Senior Business Consultant @ Wells Fargo
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Meredith Palmer Location
- Phoenix, AZ, US
Meredith Palmer Work
- Senior Business Consultant @ (December 2019 - Present)
- VP, Customer Service and Call Center Operations @ (August 2017 - December 2019)
- Manager @ (October 2013 - November 2016)
- Line Manager @ (October 1996 - November 2016)
- Manager @ (August 2011 - October 2013)
- Retail Services Contact Center Manager @ (February 2011 - July 2011)
- Advice Services Manager @ (July 2007 - February 2011)
- Project Manager @ (April 2006 - July 2007)
- Brokerage Services Manager @ (October 2003 - April 2006)
- Supervisor @ (March 2000 - October 2003)
- Senior Client Relations Representative @ (January 1995 - January 1996)
Meredith Palmer Education
- American College
CFP Designation (Financial Planning)
2002-2009 - Arizona State University
Master of Business Administration (Business)
1999-2001 - University of Illinois Urbana-Champaign
Bachelor of Science (Psychology)
1990-1994
Meredith Palmer Skills
- Business Process Improvement
- Call Center
- Call Centers
- Change Management
- Coaching
- Communication
- Compliance
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Decision-Making
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Key Metrics
- Leadership
- Management
- Microsoft Outlook
- Mutual Funds
- Operations Management
- Process Improvement
- Product Complaints
- Project Management
- Relationship Management
- Risk Management
- Series 63
- Series 7
- Service-Level Agreements (SLA)
- Six Sigma
- Soft Skills
- Teaching
- Team Building
Meredith Palmer Summary
- Meredith Palmer, based in Phoenix, AZ, US, is currently a Senior Business Consultant at Wells Fargo. Meredith Palmer brings experience from previous roles at Advisor Group and Vanguard. Meredith Palmer holds a 2002 - 2009 CFP Designation in Financial Planning @ American College. With a robust skill set that includes Business Process Improvement, Call Center, Call Centers, Change Management, Coaching and more. Meredith Palmer has 3 emails and 7 mobile phone numbers on RocketReach.
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