Kimberly Mcdaniels

Kimberly Mcdaniels Email and Phone Number

Client Services Associate at Atlas Private Wealth Advisor @ Atlas Private Wealth Advisors
14 Cliffwood Ave,
Kimberly Mcdaniels's Location
New York City Metropolitan Area, United States
Kimberly Mcdaniels's Contact Details

Kimberly Mcdaniels personal email

Kimberly Mcdaniels phone numbers

About Kimberly Mcdaniels

A highly organized and dependable professional with over 20 years customer service experience in the financial industry. Extremely productive in a fast paced environment. Strong ability to learn new concepts and apply them to job responsibilities. Detail-directed problem solver with excellent leadership skills.Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Atlas Private Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial 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.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Kimberly Mcdaniels's Current Company Details
Atlas Private Wealth Advisors

Atlas Private Wealth Advisors

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Client Services Associate at Atlas Private Wealth Advisor
14 Cliffwood Ave,
Website:
atlasprivatewealthadvisors.com
Employees:
24
Kimberly Mcdaniels Work Experience Details
  • Atlas Private Wealth Advisors
    Client Services Associate
    Atlas Private Wealth Advisors Dec 2017 - Present
    Matawan New Jersey
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  • Howard Singer Associates
    Client Coordinator
    Howard Singer Associates May 2011 - 2017
    Matawan, New Jersey
    Responsible for researching and preparing client quarterly reports. Reviews and maintains client transactions and activity such as asset transfers. Serves as liaison between Financial Planner and clients as needed. Delivers superior client service.Knowledge of Portfolio Center.
  • Janney Montgomery Scott
    Relief Floor Broker
    Janney Montgomery Scott 2009 - 2010
    Executed orders on New York Stock Exchange Hybrid Market System for financial services firm with over $50 billion in assets. Communicated continuously with customers to provide timely and accurate financial information.
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  • Janney Montgomery Scott
    Trading Assistant
    Janney Montgomery Scott 1982 - 2010
    Relayed market conditions to trading desks and transmitted client orders to various trading platforms for execution. Monitored New York Stock Exchange systems for erroneous reports. Kept detailed records of all transactions for comparison purposes. • Proactively sought new ways to expand client relationships.• Developed company policy and procedures manual for floor personnel.• Trained and managed a staff of ten.
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Kimberly Mcdaniels Skills

Series 7 Securities Leadership Human Resources Crm Investments Financial Services Trading Time Management Outlook Mutual Funds Bloomberg Series 63 Life Insurance Agent Portfolio Center Equities Capital Markets Equity Trading Portfolio Management Trading Systems Hedge Funds Fixed Income Electronic Trading Asset Management Financial Markets Options Finance Finra Derivatives Alternative Investments Risk Management Etfs

Kimberly Mcdaniels Education Details

Frequently Asked Questions about Kimberly Mcdaniels

What company does Kimberly Mcdaniels work for?

Kimberly Mcdaniels works for Atlas Private Wealth Advisors

What is Kimberly Mcdaniels's role at the current company?

Kimberly Mcdaniels's current role is Client Services Associate at Atlas Private Wealth Advisor.

What is Kimberly Mcdaniels's email address?

Kimberly Mcdaniels's email address is ki****@****ail.com

What is Kimberly Mcdaniels's direct phone number?

Kimberly Mcdaniels's direct phone number is +173227*****

What schools did Kimberly Mcdaniels attend?

Kimberly Mcdaniels attended Caldwell University, Academy Of Holy Angels.

What are some of Kimberly Mcdaniels's interests?

Kimberly Mcdaniels has interest in Animal Welfare, Education, Environment.

What skills is Kimberly Mcdaniels known for?

Kimberly Mcdaniels has skills like Series 7, Securities, Leadership, Human Resources, Crm, Investments, Financial Services, Trading, Time Management, Outlook, Mutual Funds, Bloomberg.

Who are Kimberly Mcdaniels's colleagues?

Kimberly Mcdaniels's colleagues are Monica Doherty, Christopher Cusack, Tony Mayo, Sharon Midura, Wendy Ruffing, Giselle Cruz.

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