Elliot Palabe, Cfp® Email & Phone Number

Palabe Wealth, a Retirement Consulting and Financial Services Firm, was founded with a strong commitment to our clients – exceeding expectations. Our financial professionals provide assistance with designing and implementing 401(K) Retirement Plans and Personal Wealth portfolios for businesses and individual investors throughout the U.S.Palabe Wealth pays close attention to every detail of their client’s financial lives, giving the added confidence and clarity they need to make the appropriate financial decisions.To learn more about Palabe Wealth, visit https://www.palabewealth.com/--The financial consultants with Palabe Wealth are registered representatives with, and securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial consultants with Palabe Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Gurnee, Illinois, United States

Gurnee, Illinois, United States

Evanston, Il

• Contacted customers with past due accounts and consistently reduced debt over 60 days each month by over 15%• Maintained established levels of A/R, cash, and calls. Named top performer for Q4 2019 and Q1 2020• Improved A/R, cash, and calls each month• Documented all communications with customers, and internal co-workers, in Salesforce.com or Oracle Advanced Collections• Researched account disputes and billing discrepancies while performing account/payment reconciliation and was responsible for credit inquiries from external and internal clients. Received praise from customers for my excellent service• Adhered to and enforced compliance with company policies and procedures• Identified, researched, and resolved credits and unapplied cash receipts• Participated in a project for the consolidation of data for Accuity products

Gurnee, Il

• Supported partners and advisors in delivering outstanding service• Researched client inquiries and managed follow-up communication and materials• Created a comprehensive social media campaign using Search Engine Optimization and increased searchability by 50%• Provided general office support as needed

Bachelor'S Degree, Finance, General

Activities and Societies: Executive Council, Recruiter, and Event Planner for Financial Management Association, American Marketing.

Education record

Activities and Societies: Club Soccer Team