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@stokerostler.com
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Lee Ann Reitz is listed as Master of Business Administration (MBA) at University of Arizona - Eller College of Management at Stoker Ostler Wealth Advisors, a company with 21 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at stokerostler.com and a matched LinkedIn profile for Lee Ann Reitz.
Lee Ann Reitz previously worked as Operations Manager at Stoker Ostler Wealth Advisors and Operations Specialist III at Ast Trust Company. Lee Ann Reitz holds Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services from University Of Arizona - Eller College Of Management.
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Analytical and problem solving abilities. Motivated, detailed-oriented, operations focused.A high degree of accuracy and thoroughness with a strong aptitude for numbers and computation.Effective management of time and ability to set priorities of daily work, able to ensure work is accurate.Ability to coordinate information flow for multiple sources. Routinely work independent of close supervision in a multi-task environment
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Scottsdale, AZ
I currently manage the Operations team for a Registered Investment Advisor. We play an integral role in each client’s relationship overseeing details that are critical to the management of their investment portfolios. I also focus heavily on compliance, anti-money laundering, governance, and business continuity for our firm.My team and I oversee and.
Operations Specialist responsible for quality client and group support to assure control of account data and customer success.
Senior Operations / Data Integrity member responsible for quality client and group support to assure quality control of account data and customer success. Current position provides support to the 17th largest ranked independent financial advisory firm comprised of an 85 member staff.
MBA Program
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Lee Ann Reitz works for Stoker Ostler Wealth Advisors.
Lee Ann Reitz is listed as Master of Business Administration (MBA) at University of Arizona - Eller College of Management at Stoker Ostler Wealth Advisors.
AeroLeads has found 1 work email signal at @stokerostler.com for Lee Ann Reitz at Stoker Ostler Wealth Advisors.
Lee Ann Reitz is based in Scottsdale, Arizona, United States while working with Stoker Ostler Wealth Advisors.
Lee Ann Reitz has worked for Stoker Ostler Wealth Advisors, Ast Trust Company, and Plante Moran Financial Advisors.
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Lee Ann Reitz holds Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services from University Of Arizona - Eller College Of Management.
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