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@prosperafinancial.com
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4 phones found area 218 and 480
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LinkedIn matched
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Anthony Wesson is listed as Advisory Services Specialist at Prospera Financial, a with 78 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at prosperafinancial.com, phone signal with area code 218, 480, and a matched LinkedIn profile for Anthony Wesson.
Anthony Wesson previously worked as Operational Specialist at Prospera Financial and Registered Client Associate at Cd Wealth Management. Anthony Wesson holds Bachelor'S Degree, Organizational Management from Purdue Global.
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AeroLeads found 1 current-domain work email signal for Anthony Wesson. Compare company email patterns before reaching out.
I have worked years in the Financial Services Industry in numerous positions. First on the Human Resources side of the business then moving to Personal Financial Services, Marketing and Selling Life Insurance, Personal Banking, operations and current Advisory Services. The most satisfying aspect of my current and previous roles is when I am able to truly develop a meaningful relationship and connection with someone. I have a passion for developing relationships. I’ve learned early in my career that my energy comes from not only helping someone but building from my initial interaction. With this passion, I am working towards a Degree in Marketing. My career aspiration is to help families secure financial wealth.
Listed skills include Human Resources, Fmla, Hr Policies, Peoplesoft, and 21 others.
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A career timeline built from the work history available for this profile.
Dallas-Fort Worth Metroplex
Advisory DeskAdvisory platform paperwork processing Advisory Model Trading(rebalancing, withdrawals and contributions of accounts)Advisory Monthly Billing Processing Coding AccountsGeneral securities trading
Dallas, Texas, United States
-Assistant to the financial advisors-Account maintenance for clients-ACH and Check Distributions-Special Projects-Helped clients establish online access to brokerage account-Some trades-Handling incoming and outgoing mail
Phoenix, Arizona
Relationship Support for Top Performing Financial Advisor offices• 2019- 30 Calls per day average with a 94.1% average Quality Assurance score on calls for the year. 2017-2019Advisor Group/ Advisor Support, Phoenix, Arizona • Met phone call time and call quality standards • 28 average calls/day vs 27 for the team (+3%) with average handle time of 12:33 vs 11:55 for the team (+5%). • Assist New hire training.• 2018 93% average, 9% over the target of 85%, 29/36 were 100%.• Check and ACH Processing for Retail and Retirement using Netx360• Log advisor and client inbound calls in FEI and SalesForce• Assist Advisors in opening new accounts in Client Central and eQuipt systems• Processing account change and service requests in Client Central• Operations Processing assistance• Maintaining Compliance Requirements and Training
Phoenix, Arizona
Conduct financial reviews of customer banking products and determining additional financial needs using needs analysis based questions.Use various methods to problem solve customer banking issues Assist with fraud claims process and resolutionUncovered affluent customer needs and referred to Wells Fargo Advisor for additional serviceFollow up with customer interactions to confirm overall satisfaction. Assisted tellers with transactions and approvals as well as providing coaching and feedbackAssisted Managers with day to day branch operations.Developed relationships with partners for referrals to feel needs beyond basic bankingCash Handling Notary Republic
Phoenix, Arizona
• HR Systems (People Soft, Payroll Processing), Microsoft Excel, Word• Educated an avg. of 30-60 Wells Fargo Team members about leave of absence policy and procedures.• Supported Co-Workers with Level 2 Support on SOS Line. • Collaborated with other departments such as FMLA, Payroll, and other areas of Human Resources on resolving employee issues.• Work on special projects within the service center• Intake of accommodations management calls• Triage E-mails for Human Resources Advisors Team Excellence Winner, Wells Fargo
Phoenix, Arizona
• Provided consultation on life Insurance and investments needs.• Recruiting, training and development of new hires to work as field reps.• Helped organize new hire training meetings and orientation• Cold calls for business referrals.• Attend trade shows for business leads• Made 100 cold calls for business referrals per day• Placed in 300’s out of 200,000 reps in Primerica for sales incentive trip 2011
Phoenix, Arizona
• Supported callers with questions related to completing the Federal student financial aid application (FAFSA) Assisted impaired and other students with Data entry of FAFSA Data. • Temporarily assisted with the Centers for Disease Control on a special project regarding the H1N1 Pandemic Flu outbreak. • Worked with partners within the center to help students with issues regarding student loans in default• Assisted callers via online chat system
Phoenix, Arizona
As an Intern for A2Z Magazine, I helped with writing articles for the monthly publication. Additional duties included photography at different events, help with setting up Events and help with ad sales.
Phoenix, Arizona
Repair Shop, Cashier, New orders processing, incoming and outgoing mail
Tempe, Arizona
• Assisted clients with payments for homeowner’s insurance• Verified homeowner insurance policy information with clients and insurance companies• Worked with multiple computer systems
Other employees you can reach at joinprospera.com. View company contacts for 78 employees →
Hilary Pluemer
Colleague at Prospera FinancialDallas, Texas, United States
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Jemma J.
Colleague at Prospera FinancialDallas, Texas, United States
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AC
Allen Coskrey
Colleague at Prospera FinancialFort Worth, Texas, United States
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Tamekia Thompson, Mba
Colleague at Prospera FinancialDallas, Texas, United States
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JF
Jared Fowler
Colleague at Prospera FinancialDallas-Fort Worth Metroplex, United States
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JM
Jodi Maples
Colleague at Prospera FinancialDallas, Texas, United States
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JC
Jason Craig
Colleague at Prospera FinancialCharlotte, North Carolina, United States
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Francis Moise
Colleague at Prospera FinancialDallas, Texas, United States
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Ken Manning, Cws
Colleague at Prospera FinancialGreater Richmond Region, United States
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Timothy Eldridge
Colleague at Prospera FinancialAllen, Texas, United States
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Quick answers generated from the profile data available on this page.
Anthony Wesson works for Prospera Financial.
Anthony Wesson is listed as Advisory Services Specialist at Prospera Financial.
AeroLeads has found 1 work email signal at @prosperafinancial.com for Anthony Wesson at Prospera Financial.
AeroLeads has found 4 phone signal(s) with area code 218, 480 for Anthony Wesson at Prospera Financial.
Anthony Wesson is based in Dallas-Fort Worth Metroplex, United States while working with Prospera Financial.
Anthony Wesson has worked for Prospera Financial, Cd Wealth Management, Td Ameritrade, Advisor Group, and Wells Fargo.
Anthony Wesson's colleagues at Prospera Financial include Hilary Pluemer, Jemma J., Allen Coskrey, Tamekia Thompson, Mba, and Jared Fowler.
You can use AeroLeads to view verified contact signals for Anthony Wesson at Prospera Financial, including work email, phone, and LinkedIn data when available.
Anthony Wesson holds Bachelor'S Degree, Organizational Management from Purdue Global.
Anthony Wesson is listed with skills including Human Resources, Fmla, Hr Policies, Peoplesoft, Administration, Series 63, Series 6, and Fixed Annuities.
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