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@wellsfargo.com
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Jacquelyn Walker is listed as Senior Registered Client Associate at TSG Wealth Management at TSG Wealth Management, based in San Diego, California, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jacquelyn Walker.
Jacquelyn Walker previously worked as Senior Registered Client Associate at Tsg Wealth Management and Executive Assistant/Event Coordination at Ccs Designer Events. Jacquelyn Walker holds Bachelor Of Arts, Communications from California State University-San Marcos.
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I am a Senior Registered Client Associate at TSG Wealth Management.I manage daily operations of client accounts, estate processing, perform order entry and deliver stellar customer service to our valued clients. I hold Finra’s Series 7 General Securities Representative Registration, Series 66 NASAA Uniform Combined State Law Registration, California Insurance License and also have my Notary License.I am a San Diego native and received my Bachelor’s Degree in Communication from California State University San Marcos.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/socialThis information is intended for use only by residents of CA
Listed skills include Training, Analysis, Event Planning, Customer Service, and 11 others.
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Greater San Diego Area
Daily operations and office management Estate ProcessingRetirement Planning and Financial Goal ReportsMaintains compliance files and necessary documents in preparation for auditsPrepares all types of paperwork needed for various accounts and responsible for keeping documentation up to date and compliant Prepares new client packets, annual review reports.
Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirementsPerform clerical and administrative duties: setting appointments, following up with clients Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of.
Lead sales for golf tournaments Facilitate new hire process and conduct new employee orientation for department Responsible for training newly hired staff on procedures, safety, company policy, and basic everyday tasksPrepare and review operational reports, inventory control, and schedules to ensure accuracy and efficiencyAnalyze internal processes to.
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Jacquelyn Walker works for TSG Wealth Management.
Jacquelyn Walker is listed as Senior Registered Client Associate at TSG Wealth Management at TSG Wealth Management.
AeroLeads has found 1 work email signal at @wellsfargo.com for Jacquelyn Walker at TSG Wealth Management.
Jacquelyn Walker is based in San Diego, California, United States while working with TSG Wealth Management.
Jacquelyn Walker has worked for Tsg Wealth Management, Ccs Designer Events, and Rancho Bernardo Inn, Four Diamond Resort And Spa.
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Jacquelyn Walker holds Bachelor Of Arts, Communications from California State University-San Marcos.
Jacquelyn Walker is listed with skills including Training, Analysis, Event Planning, Customer Service, Microsoft Office, Social Media Marketing, Marketing, and Marketing Strategy.
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