Caroline Burstein Email and Phone Number
Keep it Simple Training and Development specializes in Sales, Leadership, Management, and Customer Service training. We work with companies from $1 million in revenue to companies in the multi billions. Many clients choose to work with us because they are concerned that:1. They are tired of hiring sales people who don't work out2. They are struggling to hold their sales people accountable3. They want to implement a common sales system and common sales language across their growing organizationIf you'd like to learn more about our training, message me.ABOUT ME:I co-founded Keep it Simple Training and Development. I started my career in financial services at American Funds and eventually worked for Raymond James, a Fortune 500 financial services firm. I was responsible for the day to day operations of a branch with over $250 million in assets under management and 7 employees. In 2016, I co-founded Keep it Simple with my husband, Joel Burstein, and am currently the Chief Administration Officer. I manage all the day to day operations such as accounting, bookkeeping, payroll, administrative support, compliance, sales and marketing.
Sandler Training Pittsburgh By Keep It Simple Training & Development
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Chief Administrative OfficerSandler Training Pittsburgh By Keep It Simple Training & Development Jan 2017 - Present- Sales & marketing strategy and implementation- Manage all day to day operations- Supervise accounting- Vendor management and procurement -
Service Associate - Office ManagerRaymond James Oct 2010 - Dec 2014Miami, Florida, United States- Helped manage an office of 6 - Assisted a team of advisors managing over $100 million- Worked with clients on their daily needs- Managed the office accounting and vendor disbursements -
Shareholder Account RepresentativeCapital Group Jul 2008 - Nov 2011Chesapeake, Virginia, United States- Displayed superior customer service skills by successfully maintaining positive rapport with shareholders and financial advisers by effectively establishing and servicing mutual fund, retirement plan, or college savings accounts- Sharpened and exuded successful communication skills by answering questions and speaking with financial advisers and shareholders regarding different mutual fund accounts, retirement plans and tax implications, as well as current affairs in the financial services industry and market- Developed professional leadership and interpersonal skills by presenting and discussing current issues and new practices within American Funds or the economy to my fellow associates on a weekly basis- Demonstrated multi-tasking and organizational skills by navigating several computer systems to successfully complete tasks at hand and perform the duties assigned to me
Caroline Burstein Education Details
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Finance, General
Frequently Asked Questions about Caroline Burstein
What company does Caroline Burstein work for?
Caroline Burstein works for Sandler Training Pittsburgh By Keep It Simple Training & Development
What is Caroline Burstein's role at the current company?
Caroline Burstein's current role is Chief Administrative Officer at Keep it Simple Training and Development.
What schools did Caroline Burstein attend?
Caroline Burstein attended Grove City College.
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