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Krystal Castillo is a Registered Client Service Manager.
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Registered Client Service ManagerRaymond James Jan 2017 - Sep 2023St Petersburg, Florida, United States -
Quality AuditorFidelity Investments May 2016 - Oct 2016Fort Worth, Tx• Audit new account applications against information processed into proprietary systems.• Extend assistance to the team to meet daily business goals.• Identify trends to improve efficiency and quality. -
Financial AssociateFidelity Investments Apr 2015 - May 2016Fort Worth, Tx• Answered approximately 70 incoming calls per day.• Assisted clients with their concerns on their 401k accounts.• Educated clients and provided options regarding their financial concerns.• Focused on meeting metric based targets as well as helping my team obtain theirs. -
Sample AnalystDecision Analyst, Inc. Jan 2014 - Apr 2015Arlington, Tx• Compiled and analyzed data to support strategic business decisions.• Managed sample projects during entire life-cycle.• Consulted with sales team on project needs and specifications.• Pulled sample from panel database and deployed sample to the study through proprietary software.• Tracked performance of the study and worked with client to decide when to deploy additional sample.• Brokered sample needs with external partners.• Analyzed click thru rates and incidence rates during fielding. -
Division LeaderPrimerica Jan 2010 - Apr 2015• Hired, trained and supervised a team of eight representatives. • Obtained four federal and state licenses. • Sold life insurance and mutual funds. -
Hris SpecialistRoyal Caribbean Cruise Lines Sep 2003 - Jun 2007Miami, Fl• Established procedures and administered self-service applications.• Analyzed system issues to determine if issue was user related or technical. Escalated technical issues to the appropriate IT teams.• Trained and supported international business partners during implementation of a Windows based system from a DOS based system.• Processed improvements, recommended solutions and implementation of applications. Developed and distributed reports. • Maintained and audited database of over 40,000 employees.• Analyzed functionality of new applications in development
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Administrative PositionsHastings Staffing Agency Feb 2003 - Sep 2003Miami, Fl
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Warehouse AssistantEmilio Robba Jun 2002 - Feb 2003Packaged arrangements. Prepared invoices
Krystal Castillo Skills
Frequently Asked Questions about Krystal Castillo
What is Krystal Castillo's role at the current company?
Krystal Castillo's current role is Registered Client Service Manager.
What is Krystal Castillo's email address?
Krystal Castillo's email address is bi****@****ail.com
What is Krystal Castillo's direct phone number?
Krystal Castillo's direct phone number is +130576*****
What skills is Krystal Castillo known for?
Krystal Castillo has skills like Series 6, Series 63, Term Life Insurance, Jd Edwards, Peoplesoft, Database Administration, Scheduling, Systems Analysis, Data Entry, Excel, Administration, Hris.
Not the Krystal Castillo you were looking for?
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Krystal C.
With Heart + Excellence, Empowering Care Teams To Improve Patient Outcomes | Health Informatics And Analytics Master’S | Nurse | Aspen Ideas Health Fellow | Himss Public Policy Committee Member | Ania South Fl SecretaryFort Lauderdale, Fl -
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1aetna.com
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Krystal Castillo
Goal-Oriented Business Administration Student I Pursuing Marketing I Occasional Graphic Designer I Driven By CreativityCamarillo, Ca
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