Maggie Salas Email and Phone Number
Maggie Salas work email
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Maggie Salas personal email
Maggie Salas is a Manager, AMRS & Bank Trust Service Support at AssetMark. She possess expertise in investments, finance, public speaking, microsoft office, leadership and 9 more skills.
Assetmark
View- Website:
- assetmark.com
- Employees:
- 640
-
Manager, Amrs & Bank Trust Service SupportAssetmark Mar 2024 - Present -
Retirement Services LeaderAssetmark Oct 2022 - Oct 2023 -
Retirement Relationship ManagerAssetmark Sep 2020 - Oct 2022 -
OwnerMoggo Designs Apr 2018 - Dec 2022
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Sr. Transition Relationship ManagerCetera Financial Group Jan 2019 - Sep 2020 -
Senior External Technology Solutions SpecialistNational Planning Holdings (Nph) Jan 2016 - Nov 2017Responsible for driving technology adoption and utilization by the 500+ NPH advisors in territory. Negotiated the cultures and practices of different broker-dealers, branch offices, and financial institutions to create fans of internally developed technology and increase advisor satisfaction as well as the top and bottom lines. -
Manager, Branch DevelopmentNational Planning Corporation (Npc) Nov 2012 - Jan 2016Executed the smooth transition of 600+ financial professionals and maintained advisor relationships once affiliated. Led direct reports by delegating projects and duties while mentoring and developing their talents. Acted as a liaison between advisors and developers to develop proprietary technology. -
Sr. Branch Development SpecialistNational Planning Corporation (Npc) Jan 2011 - Nov 2012Trained and developed department specialists. Coordinated trainings for newly affiliated advisors. Collaborated with multiple stakeholders to resolve commission holds and create higher advisor satisfaction. -
Branch Development SpecialistNational Planning Corporation (Npc) Oct 2007 - Jan 2011Hosted training programs to educate financial professionals on operations procedures and proprietary technologies to increase efficiencies. Transitioned advisors by researching required sponsor paperwork and ensuring home office associates were familiar with new office information.
Maggie Salas Skills
Maggie Salas Education Details
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Arts Administration/Theatre -
Drama And Dramatics/Theatre Arts, General
Frequently Asked Questions about Maggie Salas
What company does Maggie Salas work for?
Maggie Salas works for Assetmark
What is Maggie Salas's role at the current company?
Maggie Salas's current role is Manager, AMRS & Bank Trust Service Support.
What is Maggie Salas's email address?
Maggie Salas's email address is ma****@****son.com
What schools did Maggie Salas attend?
Maggie Salas attended University Of Kentucky, The University Of Wolverhampton.
What are some of Maggie Salas's interests?
Maggie Salas has interest in Social Services.
What skills is Maggie Salas known for?
Maggie Salas has skills like Investments, Finance, Public Speaking, Microsoft Office, Leadership, Financial Services, Customer Service, Training, Employee Training, Financial Planning, Insurance, Wealth Management.
Who are Maggie Salas's colleagues?
Maggie Salas's colleagues are Alex Teng, Doug Deering Cfp®, Jared Poertner, Scott Hilger, Tabitha Limón, Shasta Hague, Crpc®, Haochong Li.
Not the Maggie Salas you were looking for?
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2bestwayrealtysales.com, bestwayrealtysales.com
1 +130529XXXXX
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Maggie Salas Crespo
Managing Partner And Director Of Policy, Advocacy And Strategic Engagement At Nreal Media StrategiesLas Vegas, Nv1ramirezgroup.com1 +170251XXXXX
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Maggie Salas
Senior Ap/Ar Specialist At Chs Inc. Accounting Alumni From The University Of Nebraska At KearneyLincoln, Ne1andersonsinc.com -
2gmail.com, ameritech.net
2 +155935XXXXX
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