Reginald Simmons Email & Phone Number
Senior Relationship Manager @ Charles Schwab
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Reginald Simmons Location
- Sarasota, FL, US
Reginald Simmons Work
- Senior Relationship Manager @ (July 2022 - Present)
- Client Relationship Manager @ (December 2020 - July 2022)
- Manager, Retirement Benefits @ (April 2017 - June 2020)
- Senior Business Development and Sales Analyst @ (January 2015 - April 2017)
- Client Relationship Manager @ (December 2000 - December 2014)
Reginald Simmons Education
- Philadelphia University
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
2012-2015 - Philadelphia University
Bachelor's Degree (Finance, General)
2005-2008
Reginald Simmons Skills
- 401(k) Retirement Savings Plans
- Account Management
- Analysis
- Analytical Skills
- Business Analysis
- Business Development
- CRM
- Client Relations
- Client Relations Skills
- Client Services
- Collaborative Problem Solving
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Financial Analysis
- Financial Modeling
- Financial Services
- Government Reports
- Highly detail oriented
- Influential Communicator
- Interpersonal Communication Abilities
- Investments
- Manage Client Relationships
- Management
- Microsoft Excel
- Microsoft Office
- Organization Skills
- Organized Multi-tasker
- Persuasiveness
- Plan Design
- Presentation Skills
- Problem Solving
- Project Management
- Qualified Retirement Plans
- Regulatory Requirements
- Relationship Building
- Relationship Management
- Retention Strategies
- Retirement Plan Consulting
- Sales
- Sales Processes
- Salesforce.com
- Strategic Consulting
- Strategic Thinking
- Time Management
- Customer Relationship Management Crm
- Organized Multi Tasker
- Manage Client
- Qualified Retirement
- Interpersonal
- Retirement Plan
- Customer Relationship Management
Reginald Simmons Summary
- Reginald Simmons, based in Sarasota, FL, US, is currently a Senior Relationship Manager at Charles Schwab. Reginald Simmons brings experience from previous roles at PCS Retirement, LLC, Roper Technologies, Inc., Willis Towers Watson and Vanguard. Reginald Simmons holds a 2012 - 2015 Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ Philadelphia University. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Analysis, Analytical Skills, Business Analysis and more. Reginald Simmons has 2 emails and 1 mobile phone numbers on RocketReach.
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