Annette Borg

Annette Borg Email and Phone Number

Wealth Associate at Financial Services @ William Mack & Associates, Inc.
Annette Borg's Location
Troy, Michigan, United States, United States
Annette Borg's Contact Details

Annette Borg personal email

n/a

Annette Borg phone numbers

About Annette Borg

Experienced Customer Service Specialist with a demonstrated history of working in the security and investigations industry. Team Building, Loans, Software Documentation, and Leadership. Strong support professional.

Annette Borg's Current Company Details
William Mack & Associates, Inc.

William Mack & Associates, Inc.

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Wealth Associate at Financial Services
Annette Borg Work Experience Details
  • William Mack & Associates, Inc.
    Portfolio Reporting And Trading
    William Mack & Associates, Inc. Mar 2022 - Present
    United States
  • Financial Services
    Wealth Associate
    Financial Services Apr 2019 - Feb 2024
    Grand Blanc, Michigan
  • Asn Alarm Services Network
    Customer Service Manager
    Asn Alarm Services Network Aug 2017 - Apr 2019
    Waterford, Mi
    Maintain various document types and files, as well as database work. Resolve client questions and concerns. Proficient in construction and bank billing. Organized and maintained shipping and receiving.
  • Annette'S Cleaning Service
    Owner And Operator
    Annette'S Cleaning Service Nov 2010 - Aug 2017
    Successfully owned and operated a home cleaning business. I negotiated terms and services contracts with private homeowners. This included both interior and exterior work, of which I did all independently. I also managed my own billing and scheduling for all of my customers.
  • Ljpr, Llc
    Registered Paraplanner
    Ljpr, Llc Aug 2008 - Nov 2010
    Maintained client and prospect databases and reporting. Created documentation for retirement and brokerage accounts. Resolved client questions and concerns. Organized and assembled tax returns. Assisted advisors in preparing for client meetings.
  • Bank Of America
    Client Relations Manager
    Bank Of America 2006 - 2008
    Established relationships with bank customers and partners. Reviewed and evaluated lease documents for accuracy and completeness. Collaborated with customers and dealer to clarify and resolve issues.
  • Bank Of America
    Documentation Administrator Ii
    Bank Of America 2000 - 2006
    Review/audit internal paperwork for accuracy and consistency against lease documents. Iniated complete, accuract, and timely billing and payment packages with appropriate supporting documentation.
  • Millman And Derr Center For Eye Care
    Senior Medical Insurance Invoicing Specialist
    Millman And Derr Center For Eye Care 1992 - 2000
    Duties include billing all surgical claims; reviewing encounters and charts to verify that all billable procedures are accounted accurately; bill all insurance carriers with correct procedure and diagnostic codes; address patient and staff billing questions; post and verify all account payments; review status of all insurance rejections; remain up-to-date regarding new rules, procedures and regulations for the various insurance companies.

Annette Borg Skills

Loans Software Documentation Credit Analysis

Annette Borg Education Details

Frequently Asked Questions about Annette Borg

What company does Annette Borg work for?

Annette Borg works for William Mack & Associates, Inc.

What is Annette Borg's role at the current company?

Annette Borg's current role is Wealth Associate at Financial Services.

What is Annette Borg's email address?

Annette Borg's email address is an****@****att.net

What is Annette Borg's direct phone number?

Annette Borg's direct phone number is +124866*****

What schools did Annette Borg attend?

Annette Borg attended College For Financial Planning, College For Financial Planning, Michigan Computer Institute.

What skills is Annette Borg known for?

Annette Borg has skills like Loans, Software Documentation, Credit Analysis.

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