Joel Sutcliffe

Joel Sutcliffe Email and Phone Number

Client Management Consultant at CAPTRUST @ CAPTRUST
raleigh, north carolina, united states
Joel Sutcliffe's Location
Easton, Pennsylvania, United States, United States
Joel Sutcliffe's Contact Details

Joel Sutcliffe personal email

Joel Sutcliffe phone numbers

About Joel Sutcliffe

Valued employee with international experience.

Joel Sutcliffe's Current Company Details
CAPTRUST

Captrust

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Client Management Consultant at CAPTRUST
raleigh, north carolina, united states
Website:
captrustadvisors.com
Employees:
621
Joel Sutcliffe Work Experience Details
  • Captrust
    Client Management Consultant
    Captrust May 2022 - Present
    Bethlehem, Pennsylvania, United States
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  • Park Avenue Securities
    Digital Platform Specialist
    Park Avenue Securities Mar 2019 - May 2022
    Bethlehem, Pa
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  • Guardian Life
    Senior Analyst, Individual Markets Contact Center
    Guardian Life Apr 2018 - May 2022
    Bethlehem, Pennsylvania
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  • Guardian Life
    Team Leader - Client Services
    Guardian Life Mar 2014 - Mar 2018
    Bethlehem, Pennsylvania
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  • Guardian Life
    Customer Service Representative
    Guardian Life Nov 2012 - Mar 2014
    Allentown, Pennsylvania Area
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  • The Obr Inc.
    Chief Process Officer
    The Obr Inc. Nov 2011 - Jun 2012
  • Zurich Life Assurance Plc
    Supervisor, Group New Business
    Zurich Life Assurance Plc Aug 2010 - Aug 2011
    Ensure the smooth operation of group pension businessManage a team of 3 peopleConduct performance reviewsSetting objectivesAdvising on Individual Development PlansMaintaining team scheduling, including hours and holiday scheduleAttending service meeting with brokersSpecial Projects
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  • Zurich Life Assurance Plc
    Administrator, Customer Services
    Zurich Life Assurance Plc Feb 2008 - Aug 2010
    Answering calls and fielding client queriesMeeting clientIssuing letters and formsTraining of new staff
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  • Focus Advertising
    Reception/ Accounts Assistant
    Focus Advertising Dec 2007 - Feb 2008
    Answering phonesData inputOrdering office suppliesHandling post/couriers
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  • Market Bar
    Chef
    Market Bar Aug 2006 - Aug 2007
    Market Bar
    Main activities and responsibilitiesPreparing food for serviceTracking inventory for orderingFood safetyName and address of; Type of business or sectorCatering/Restaurant
  • Tomato Patch Pizzeria
    Head Chef/Restaurant Manager
    Tomato Patch Pizzeria May 2001 - Oct 2005
    Main activities and responsibilitiesAll managerial dutiesCreating recipesOrdering, and inventoryPerformance reviewsHoliday schedulingHiring/FiringDealing with sales reps.Advertising/Marketing
  • Angelbeck'S Fine Wine
    Night Manage/Sales Assistant/Inventory Manager
    Angelbeck'S Fine Wine Jun 2001 - Oct 2004
    Inventory managementStock ControlCustomer ServiceCreating/maintaining customer wine portfoliosEvaluating wines for orderingOrganizing deliveriesAccepting/Inputting deliveries
  • Bagelsmith Deli
    Night Manager/Customer Service
    Bagelsmith Deli Jun 1998 - Dec 2000
    Main activities and responsibilitiesCounting money at end of the nightFood safetyFood serviceStock control/rotationName and address of

Joel Sutcliffe Skills

Customer Service Management Team Management Process Improvement Training Team Leadership Performance Management Sales Management Leadership Teamwork Coaching Order Fulfillment New Business Development Sla Management Inventory Management Presentation Preparation Performance Reviews Data Entry Business Services Process Scheduler

Joel Sutcliffe Education Details

Frequently Asked Questions about Joel Sutcliffe

What company does Joel Sutcliffe work for?

Joel Sutcliffe works for Captrust

What is Joel Sutcliffe's role at the current company?

Joel Sutcliffe's current role is Client Management Consultant at CAPTRUST.

What is Joel Sutcliffe's email address?

Joel Sutcliffe's email address is jo****@****ail.com

What is Joel Sutcliffe's direct phone number?

Joel Sutcliffe's direct phone number is +190832*****

What schools did Joel Sutcliffe attend?

Joel Sutcliffe attended Montclair State University, Voorhees High School.

What skills is Joel Sutcliffe known for?

Joel Sutcliffe has skills like Customer Service, Management, Team Management, Process Improvement, Training, Team Leadership, Performance Management, Sales Management, Leadership, Teamwork, Coaching, Order Fulfillment.

Who are Joel Sutcliffe's colleagues?

Joel Sutcliffe's colleagues are Patrick K. Marlatt, Catherine Currin, Clay Matthews, Michelle Morgan Brim, Frank B., Ryan Thomas Cfp®, Cpa, Patrick Flint, Ppc™.

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