Jennifer Teager⭐

Jennifer Teager⭐ Email and Phone Number

Kingdom Seeker, FINRA Licensed-Certified Salesforce Administrator with a decade of experience optimizing Salesforce platforms in financial services. Expert in regulatory compliance, user training, and driving efficiency. @ Arcus Partners
new york, new york, united states
Jennifer Teager⭐'s Location
Gonzales, Texas, United States, United States
Jennifer Teager⭐'s Contact Details

Jennifer Teager⭐ personal email

n/a

Jennifer Teager⭐ phone numbers

About Jennifer Teager⭐

I hold a series 7, 63 and 55 and I am a Salesforce Certified Administrator.

Jennifer Teager⭐'s Current Company Details
Arcus Partners

Arcus Partners

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Kingdom Seeker, FINRA Licensed-Certified Salesforce Administrator with a decade of experience optimizing Salesforce platforms in financial services. Expert in regulatory compliance, user training, and driving efficiency.
new york, new york, united states
Website:
arcuspartners.com
Employees:
8
Jennifer Teager⭐ Work Experience Details
  • Arcus Partners
    Sr. Client Experience Manager
    Arcus Partners Sep 2024 - Present
    Gonzales, Texas, United States
    At Arcus Partners, we help financial services firms streamline operations, enhance client engagement, and maximize the value of their platforms through Salesforce. The company’s focus on providing cutting-edge solutions like Finity360, a comprehensive digital office for wealth management, perfectly aligns with my passion for improving client experience through technology and operational efficiency.
    View
  • Prospera Financial Services
    Technology Platform Engagement & Support
    Prospera Financial Services Aug 2015 - Jan 2024
    Gonzales, Texas, United States
    View
  • Prospera Financial
    Products & Services Manager
    Prospera Financial Aug 2008 - Aug 2015
    Dallas/Fort Worth Area
    Helping our advisors grow their practice is my primary duty and I accomplish that through products, practice management and marketing support.
    View
  • Prospera Financial
    Operations Specialist/Training Coordinator
    Prospera Financial Dec 2006 - Aug 2008
    Dallas, Tx
     Developed a monthly training webinar for sales assistants concentrated on technology  Developed a monthly newsletter focused on sales assistants to keep them current on best practices, procedures and seasonal work tasks Provide customer service and assist in problem solving for clients Oversee daily cashiering Backup to firm Trader Assist Operations/HR Manager
    View
  • Lone Star Financial Services
    Registered Sales Assistant
    Lone Star Financial Services Sep 2003 - Dec 2006
    Gonzales, Tx
     Perform basic office operations Various Marketing Duties Assist owner with client reviews Development and Maintenance of Company and Ministry websites Manage staff

Jennifer Teager⭐ Skills

Public Speaking Financial Services Team Building Investments Securities Social Media Finance Financial Advisory Wealth Management Series 63 Retirement Planning Advertising Leadership Social Networking Customer Service Financial Planning Leadership Development Business Development Microsoft Word Product Management Training Toastmasters Hospitality Strategic Planning Event Planning Practice Management Consulting Project Management Training And Development Instructor Led Training Problem Solving Employee Training Excel Writing Biblical Studies Salesforce.com Administration Salesforce Training Business Relationship Management Gotomeeting Virtual Training Podcasting Salesforce.com Salesforce.com Consulting Salesforce.com Implementation Salesforce Communtiy

Frequently Asked Questions about Jennifer Teager⭐

What company does Jennifer Teager⭐ work for?

Jennifer Teager⭐ works for Arcus Partners

What is Jennifer Teager⭐'s role at the current company?

Jennifer Teager⭐'s current role is Kingdom Seeker, FINRA Licensed-Certified Salesforce Administrator with a decade of experience optimizing Salesforce platforms in financial services. Expert in regulatory compliance, user training, and driving efficiency..

What is Jennifer Teager⭐'s email address?

Jennifer Teager⭐'s email address is je****@****ial.com

What is Jennifer Teager⭐'s direct phone number?

Jennifer Teager⭐'s direct phone number is (972) 581*****

What are some of Jennifer Teager⭐'s interests?

Jennifer Teager⭐ has interest in Education, Reading, Music, Animal Welfare, Bible Study.

What skills is Jennifer Teager⭐ known for?

Jennifer Teager⭐ has skills like Public Speaking, Financial Services, Team Building, Investments, Securities, Social Media, Finance, Financial Advisory, Wealth Management, Series 63, Retirement Planning, Advertising.

Who are Jennifer Teager⭐'s colleagues?

Jennifer Teager⭐'s colleagues are Sayli Mahajan, Arshad S., Saurabh B., Harshada Bhole, David Richards, Nafisa Lokhandwala, Tony Scianna.

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