Debra Gardner Email and Phone Number
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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
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Registered Senior Brokerage Client AssistantWells Fargo Advisors May 2014 - Present -
Customer Service AssociateJp Morgan Private Wealth Management Mar 2010 - Apr 2014Dayton OhMaintained 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.
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Senior Investment AssistantJp Morgan Securities, Inc Oct 2006 - Mar 2010Jp Morgan Private Wealth ManagementAs 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 -
Personal BankerChase Sep 2004 - Oct 2006Kettering, OhMet, 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. -
Assistant Manager/Personal BankerProvident Bank Dec 2000 - Sep 2004Kettering OhAssisted 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.
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Customer Service Associate, Head Vault Teller, Atm TellerBank One Jun 1997 - Dec 2000Centerville, OhOpened 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
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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Debra Gardner
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