Pamela Trobec Email & Phone Number
Client Services Manager and Insurance Specialist at American Heritage Bank @ American Heritage National Bank
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Pamela Trobec Location
- St. Cloud, MN, US
Pamela Trobec Work
- Client Services Manager and Insurance Specialist at American Heritage Bank @ (November 2023 - Present)
- Client Services Manager and Insurance Specialist @ (April 2021 - Present)
- Client Services Manager @ American Heritage Wealth Management (April 2021 - October 2023)
- Senior Client Support Associate @ (June 2017 - April 2021)
- Client Services and Operations Specialist @ (September 2016 - May 2017)
- Operations and Client Service Coordinator @ (May 2015 - September 2016)
- Registration Coordinator @ Cetera Investment Services (June 2013 - May 2015)
- R and L Team Lead and Project Coordinator @ Cetera Investment Services (June 2013 - May 2015)
- Implementation Coordinator @ Cetera Investment Services (January 2002 - May 2013)
- Bussiness and Administration Supervisor and Business Analyst @ Cetera Investment Services (January 1998 - January 2002)
- Settlements Supervisor @ Cetera Investment Services (January 1997 - January 1998)
- Account Relations Specialist and Conversion Coordinator @ Cetera Investment Services (January 1995 - January 1997)
- Implementation Coordinator @ Cetera Investment Services (January 1992 - January 1995)
- Senior Settlement Cashier and Margin Clerk @ Cetera Investment Services (January 1986 - January 1992)
- IRA Analyst @ Bankers Systems (January 1984 - January 1986)
- Data Entry Clerk and Secretary @ (January 1983 - January 1984)
- Accounts Payable and Acocunts Receivable and Payroll @ (March 1981 - February 1983)
- Teller and Proof Operator @ State Bank of Worthington (May 1978 - May 1981)
Pamela Trobec Education
- Round Lake High School 1974-1978
Pamela Trobec Skills
- Administrative Assistance
- Client Services
- Operations Management
- Organized self-starter
- Positive Personality
- Teamwork
- Insurance
- Series 7
- Banking
- Positive Team Player
- Positive Can-do Attitude
- Resourceful Problem-solving
- Flexible to Change
- Work Well Independently
- 10 Key
- Resourceful Problem Solving
- Retirement Planning
- Financial Planning
- Investments
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Organized Self Starter
- Strategic Financial Planning
- FINRA
- Positive Can Do Attitude
- Risk Management
- Asset Management
- Retirement
- Securities
Pamela Trobec Summary
- Pamela Trobec, based in St. Cloud, MN, US, is currently a Client Services Manager and Insurance Specialist at American Heritage Bank at American Heritage National Bank. Pamela Trobec brings experience from previous roles at American Heritage National Bank, American Heritage Wealth Management, Cetera Financial Institutions and AIS Planning. Pamela Trobec holds a 1974 - 1978 Round Lake High School. With a robust skill set that includes Administrative Assistance, Client Services, Operations Management, Organized self-starter, Positive Personality and more. Pamela Trobec has 3 emails and 3 mobile phone numbers on RocketReach.
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