Ciara Sutton Email and Phone Number
Ciara Sutton work email
- Valid
- Valid
Ciara Sutton personal email
Ciara Sutton phone numbers
Accomplished Financial Services Professional with nine years of measurable results in client interaction and financial advisor supervision. In-depth knowledge of industry regulations, issues, and trends with demonstrated leadership skill in applying industry knowledge across a wide array of complex client interactions. Advanced analytical thinker with the ability to prioritize and complete tasks in time-sensitive and high-pressure situations. Proven ability to effectively communicate and cultivate relationships with internal and external business partners.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
-
Assistant Vice President - Products, Advice, And Strategy SupervisionWells Fargo Advisors May 2022 - PresentUnited States
-
Field Support SupervisorWells Fargo Advisors Mar 2019 - May 2022United States
-
Asset Surveillance OfficerEdward Jones Aug 2018 - Mar 2019Saint Louis, MissouriPrevent, detect, and resolve compliance issues through monitoring and supervising multiple field supervision reports. Provide education to Financial Advisors who are out of compliance with firm and FINRA rules. Conduct client contacts to ensure and verify accuracy of activity. • Detected, investigated, and recalled a $100k distribution from a deceased client's account without proper estate processing to an unauthorized person, and a $40k distribution to an unauthorized POA attempting to misappropriate client funds. • Educated numerous advisors on FTA and POA gifting policies.• Supervised online client activity and locking account access when necessary. -
Resource Desk Senior SpecialistTd Ameritrade Feb 2018 - Jun 2018Greater St. Louis Area -
Branch Support SpecialistScottrade Jan 2017 - Feb 2018St. Louis, MoEducated and coached nearly 500 branch offices and service center teams through on-the-spot education focusing on standard operating procedures and industry regulations. Developed and managed complex organizational projects to satisfy changing business needs and applied changes into branch office operations.• Managed and implemented steps to “Intrastate Call-Routing” project to shorten client hold-times during months leading up to TD Ameritrade conversion. Results increased calls handled from 83% to 92% and reduced average-speed-of-answer (ASA) from 1:35 to 0:39.• Created and implemented new standard procedures for business continuity and maintaining contact with displaced associates due to natural disasters and other emergencies.• Reviewed and addressed risks associated with branch activities, requests, and interactions. Successfully mitigated additional risk to firm, and specific clients, after discovering complex compliance issue from a normal cancel/rebill trade request.• Granted and denied exceptions, special requests, and fee waivers after conducting in-depth research into complex issues as submitted by branch offices on a daily basis.• Documented and analyzed branch requests and interactions using SharePoint, then completed real-time analytic data reports to review monthly associate activities by regions. -
Financial AdvisorWells Fargo Advisors Oct 2014 - Oct 2016St. Louis, MoAdvised mass affluent clients over phone through personal discussion and portfolio review.• Top-10 Financial Advisor in assets invested 2 quarters in a row, Q4 2015 and Q1 2016.• Peer nominated “Sub-Team Leader”, responsible for leading meetings and managing a sub-team of seven Financial Advisors. Sub-team ranked first of three sub-teams in all monthly performance indicators for 3-months in a row after nomination. • Actively engaged in Toastmasters and the Women’s Team Member Network.• Top 20% in leads contacted every month while active Financial Advisor. • 100% customer satisfaction on monthly surveys 16 of 18 months reported.
Ciara Sutton Skills
Ciara Sutton Education Details
-
University Of Missouri-Saint LouisBusiness Administration And Management, General
Frequently Asked Questions about Ciara Sutton
What company does Ciara Sutton work for?
Ciara Sutton works for Wells Fargo Advisors
What is Ciara Sutton's role at the current company?
Ciara Sutton's current role is Assistant Vice President - Product, Advice & Strategy Supervision.
What is Ciara Sutton's email address?
Ciara Sutton's email address is cs****@****ade.com
What is Ciara Sutton's direct phone number?
Ciara Sutton's direct phone number is +131497*****
What schools did Ciara Sutton attend?
Ciara Sutton attended University Of Missouri-Saint Louis.
What are some of Ciara Sutton's interests?
Ciara Sutton has interest in Fashion, Trying New Restaurants, Hiking And Other Outdoor Activities, Reading, Singing.
What skills is Ciara Sutton known for?
Ciara Sutton has skills like Investments, Financial Guidance, Sales, Customer Service, Customer Satisfaction, Retail, Microsoft Office, Time Management, Microsoft Excel, Management, Employee Training, Organization.
Who are Ciara Sutton's colleagues?
Ciara Sutton's colleagues are Renee Sorrell, John Doe, J David Azevedo, Courtney Lyon Rosa, Philip Kimmel, Lindsay Luebbehusen, Sheri Moehn.
Not the Ciara Sutton you were looking for?
-
Ciara Sutton
United States -
-
Ciara Sutton
Carrollton, Ga -
1q.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial