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Levi Scoggins is listed as Sales Coordinator at AssetMark, a company with 640 employees, based in Mesa, Arizona, United States. AeroLeads shows a work email signal at az.gov and a matched LinkedIn profile for Levi Scoggins.
Levi Scoggins previously worked as Advisor Services Service Specialist at Assetmark. Levi Scoggins holds Bachelor'S Degree, Psychology from Grand Canyon University.
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AeroLeads found 1 current-domain work email signal for Levi Scoggins. Compare company email patterns before reaching out.
Detail-oriented financial professional with a strong background in data analysis, client support, and project management. Proven ability to enhance advisor relationships and drive business growth through meticulous communication and strategic insights. Eager to leverage analytical skills and financial acumen in a dynamic financial environment.
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A career timeline built from the work history available for this profile.
Phoenix, Arizona, United States
- Support Capital Markets initiatives by enhancing advisor satisfaction through customized communications.- Generate and analyze reports using Morningstar and Salesforce.- Administer Salesforce for data management and sales strategies.- Execute outreach to advisors for webinars and conferences.
Phoenix, Arizona, United States
- Managed 30-40 calls per day to address inquiries and enhance customer satisfaction.- Collaborated with internal teams to deliver accurate information to advisors.- Partnered with Sales Consultants to empower advisors in using the AssetMark platform.- Maintained meticulous records of client interactions and follow-up actions.
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
Matthew Radosta
Colleague at Assetmark
Cave Creek, Arizona, United States, United States
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Megan Fuehrer
Colleague at Assetmark
United States, United States
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Rachel Wolf
Colleague at Assetmark
New Cumberland, Pennsylvania, United States, United States
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Judy Robb
Colleague at Assetmark
Sarasota, Florida, United States, United States
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Hailey Garcia
Colleague at Assetmark
Greater Phoenix Area, United States
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Darshan Kedambadi
Colleague at Assetmark
Concord, California, United States, United States
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Stephanie Yockey, Cpa
Colleague at Assetmark
Toledo, Ohio, United States, United States
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KC
Kendrick Cole
Colleague at Assetmark
Atlanta, Georgia, United States, United States
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SH
Scott Hilger
Colleague at Assetmark
Surprise, Arizona, United States, United States
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Yvonne Fye
Colleague at Assetmark
Bellefonte, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Levi Scoggins works for AssetMark.
Levi Scoggins is listed as Sales Coordinator at AssetMark.
AeroLeads has found 1 work email signal at @az.gov for Levi Scoggins at AssetMark.
Levi Scoggins is based in Mesa, Arizona, United States while working with AssetMark.
Levi Scoggins has worked for Assetmark.
Levi Scoggins's colleagues at AssetMark include Matthew Radosta, Megan Fuehrer, Rachel Wolf, Judy Robb, and Hailey Garcia.
You can use AeroLeads to view verified contact signals for Levi Scoggins at AssetMark, including work email, phone, and LinkedIn data when available.
Levi Scoggins holds Bachelor'S Degree, Psychology from Grand Canyon University.
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