Ely Mendieta Email and Phone Number
Ely Mendieta work email
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Ely Mendieta personal email
With over 20 years of experience in the financial services industry, Ely Mendieta works alongside her husband and partner, Alejandro Mendieta at Coastal Wealth Private Client Group, a division of Coastal Wealth, a MassMutual firm. The firm takes a holistic approach to financial planning, addressing every aspect of a client’s financial life. Associates of the firm are respected for their product expertise, technical process, and dedication to their clients. Leading with integrity, innovation and collaboration, the firm is proud to serve a diverse clientele. With an ethos of taking ownership of outcomes by finding solutions and not excuses, the firm follows a client-centric approach to financial advising. Ely was recently highlighted in Ocean Drive magazine as a Power Player. Mrs. Mendieta is committed to serving Miami’s community. The Mendieta Family are recipients of the keys to the City of Miami and Miami-Dade County. This year, she is nominated as the 2022 Leukemia and Lymphoma Society Woman of the Year. Ely will co-chair a benefit for the South Florida Hispanic Chamber of Commerce Foundation during Hispanic Heritage Month. She proudly supports Boy Scouts of America South Florida Council, Zoo Miami Foundation, South Florida Hispanic Chamber of Commerce Foundation, United Way, Trinity Baptist Church of Miami, Ron Magill Conservation Endowment, and many other organizations.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Mr. Alejandro Mendieta is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334 954-938-8800.
Coastal Wealth, A Massmutual Firm
View- Website:
- mycoastalwealth.com
- Employees:
- 228
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Financial Services RepresentativeCoastal Wealth, A Massmutual Firm Mar 2017 - PresentMiami, Florida, United States
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Assistant School DirectorTrinity Christian Academy Mar 2010 - Mar 2017Miami, FloridaResponsible for the hiring staff, managing enrollment and overseeing day-to-day activities at the school. Create/Maintain Parent Handbook, policies and procedures for program operations. Act as a liaison between the preschool staff, preschool families and Trinity Baptist Church board members. Assistant in developing the curriculum and ensure the school meets all standards set by The Department of Children and Families Administrative Code and with the Early Learning Collision of Miami Dade. Other duties include determining spending responsibilities and making admission decisions when the school Director is not present. -
Avp/Assistant Banch Manager IiBankatlantic Sep 2007 - Feb 2010Coral Gables, FlManaged the Coral Gables Branch with assets exceeding $50 million with 10 employees. Sell and cross sell products and services, handle and solve all customer service issues, render exceptional customer service internally and externally. Provide ongoing coaching to my associates enabling them to achieve their career goals. Responsible for meeting and most cases exceeding monthly sales targets such as deposit growth and cross selling other financial products. -
Corporate TrainerBankatlantic Sep 2004 - Aug 2007Sunrise, FloridaResponsible for training branch and customer service managers on day to day activities that encompass operations and well as sales techniques. In charge of training all associates for Dade County on cross-selling and business development.
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Sr. Personal Banking Represenative/Customer ServiceBankatlantic Sep 2000 - Sep 2004Miami, FloridaResponsible for Sell and cross sell Bank products and services. Handle and solve all customer service issues. Render exceptional customer service internally and externally. Provide ongoing coaching to my associates enabling them to achieve their career goals. Meet monthly sales targets such as deposit growth, loan growth, cross sell penetration, investments and mortgages.
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Receptionist/Customer Service RepresentativeSuntrust Bank Nov 1997 - Sep 2000Miami, FlResponsible for cross sell and product knowledge, opening; personal/Corporate accounts. Met monthly sales goals. Branch balancing GL/Intercenter account. In charge of maintaining existing clientele. Responsible for closing loans/referring of trust, Investment and Mortgages. Process customer transactions, perform maintenance to accounts, accurate paying and receiving of transactions, daily balancing of cash and completion of large currency reports. Process special services including cashier's checks, money orders, cash advances, among others. Safe deposit box attendant.
Ely Mendieta Education Details
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Bachelor Of Arts Professional & Leadership Studies
Frequently Asked Questions about Ely Mendieta
What company does Ely Mendieta work for?
Ely Mendieta works for Coastal Wealth, A Massmutual Firm
What is Ely Mendieta's role at the current company?
Ely Mendieta's current role is Financial Service Representative at Coastal Wealth, a Member of the MassMutual Financial Group.
What is Ely Mendieta's email address?
Ely Mendieta's email address is em****@****lth.com
What schools did Ely Mendieta attend?
Ely Mendieta attended Florida Memorial University.
Who are Ely Mendieta's colleagues?
Ely Mendieta's colleagues are Lester Hamrick, Ricp®, Elaine Trujillo, Natasha Knox, Marcos Monroy, William J. Sanchez, Marc Stegman, Timothy Larrett.
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