Debra Gardner

Debra Gardner Email and Phone Number

Registered Senior Brokerage Client Assistant at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Debra Gardner's Location
Dayton, Ohio, United States, United States
Debra Gardner's Contact Details
About Debra Gardner

Versatile business professional with extensive experience in the financial services industry, primarily with high net worth clients. Disciplined and results-oriented, with strong attention to detail and excellent communication skills. Thorough and analytical, focused on creating a positive experience for clients with a track record of generating valuable long-term relationships. Knowledge in financial needs assessment and risk management. This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WV. Insurance licensed in the following states: AZ, CA (CA Insurance License Number 0M11508 - Resident State OH), CO, FL, GA, IL, IN, KY, ME, MI, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT and WI.Please contact me by email at debra.gardner@wellsfargoadvisors.com or by phone at 937-299-6171. I cannot respond to messages through LinkedIn.Lincoln Park Branch540 Lincoln Park Blvd, Ste 300Kettering, OH 45429/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Debra Gardner's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Registered Senior Brokerage Client Assistant at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Debra Gardner Work Experience Details
  • Wells Fargo Advisors
    Registered Senior Brokerage Client Assistant
    Wells Fargo Advisors May 2014 - Present
  • Jp Morgan Private Wealth Management
    Customer Service Associate
    Jp Morgan Private Wealth Management Mar 2010 - Apr 2014
    Dayton Oh
    Maintained and monitored client accounts across a wide variety of products and services for high net worth clients. Managed daily client transactions and inquiries accurately, within deadlines and in accordance with federal regulations and internal policies and procedures. Advised clients on banking related needs. Identified cross sell opportunities. Researched and resolved client issues through effective interaction with advisors, product partners, branch and operations teams in a timely and professional manner. Maintained office compliance files. Participated in and oversaw department projects.
  • Jp Morgan Securities, Inc
    Senior Investment Assistant
    Jp Morgan Securities, Inc Oct 2006 - Mar 2010
    Jp Morgan Private Wealth Management
    As a fully licensed investment assistant, supported the private client advisors. Helped build, deepen and maintain client relationships and assisted advisors with ongoing financial planning. Researched and resolved client inquiries. Helped prepare client meeting and presentations. Facilitated investment trades. Supported business unit operational procedures and compliance requirements through preparation and retention of appropriate forms and records.• Successfully transitioned 900+ clients and investors through a firm-wide conversion to a new trading platform and in-house clearing firm. Impacts included 100% change to all client account numbers; changes in all trading platforms and elimination of all client on line trading• Trained, coached and developed a newly hired, previously unlicensed investment assistant to become a fully licensed and productive member of the investment team resulting in better coverage • Consistently met deadlines through project management skills
  • Chase
    Personal Banker
    Chase Sep 2004 - Oct 2006
    Kettering, Oh
    Met, profiled and made appropriate recommendations for new and existing branch clients. Successfully partnered with branch Financial Advisor, Mortgage Loan Officer, and Business Relationship Bankers to uncover opportunities and deepen relationships.
  • Provident Bank
    Assistant Manager/Personal Banker
    Provident Bank Dec 2000 - Sep 2004
    Kettering Oh
    Assisted with management of $82MM branch. Motivated/coached a team of 8 employees to maximize sales and provide excellent client service. Fostered morale and facilitated change. Proactively sought new customers through telemarketing and referral sources.
  • Bank One
    Customer Service Associate, Head Vault Teller, Atm Teller
    Bank One Jun 1997 - Dec 2000
    Centerville, Oh
    Opened new accounts, conducted competent financial check-ups and referred high-value customers to a relationship banker as appropriate. Served as Head Vault Teller responsible for monetary instruments and cash shipment and inventory, as well as allocation of monetary products to 7 branch teller positions. Completed all levels of complexity of customer research and problem resolution.CAR-0222-00870

Debra Gardner Skills

Equities Investments Compliance Leadership Development Customer Service Microsoft Office Microsoft Excel Microsoft Word Office Management Powerpoint Windows Financial Services

Frequently Asked Questions about Debra Gardner

What company does Debra Gardner work for?

Debra Gardner works for Wells Fargo Advisors

What is Debra Gardner's role at the current company?

Debra Gardner's current role is Registered Senior Brokerage Client Assistant at Wells Fargo Advisors.

What is Debra Gardner's email address?

Debra Gardner's email address is al****@****aol.com

What is Debra Gardner's direct phone number?

Debra Gardner's direct phone number is +193790*****

What skills is Debra Gardner known for?

Debra Gardner has skills like Equities, Investments, Compliance, Leadership Development, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Powerpoint, Windows, Financial Services.

Who are Debra Gardner's colleagues?

Debra Gardner's colleagues are Chris Lane, Adam Bechler, Darrel Rogers, Michael Vanikiotis, David Taylor, Syndy Hood Deese, Ginny West.

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