Marci Waters

Marci Waters Email and Phone Number

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Marci Waters's Location
Greater Philadelphia, United States
Marci Waters's Contact Details
About Marci Waters

Seasoned professional in the financial services industry, with experience ranging from institutional money management and trading to client services for independent financial planners and advisors. Skilled in Communication, Customer Relationship Management (CRM),Trading and Life Insurance. Strong community ties and a BA from Chestnut Hill College.

Marci Waters's Current Company Details
Watermarc, LLC

Watermarc, Llc

FREE!
Marci Waters Work Experience Details
  • Watermarc, Llc
    Associate
    Watermarc, Llc Dec 2023 - Present
    Moorestown, New Jersey, United States
    Still a ‘seed.’ Will water and shine sun on the seed. I’ll post this description again when I have a plant, even just a sapling
  • Watermarc,Llc
    Owner And President
    Watermarc,Llc Aug 2001 - Present
    Moorestown Nj Usa
  • Capwealth
    Client Relationship Manager
    Capwealth Jun 2021 - Dec 2023
    Main Street, Moorestown Nj 08057
    Same great firm, new name and new address. Cap-Wealth.com. Check us out! And, if you're in the neighborhood please stop by to see our new digs. Not your typical offices.I love it here.
  • Ballast Financial
    Client Relationship Manager
    Ballast Financial Jan 2019 - Jun 2021
    Mt Laurel Nj
    Ballast Financial is a full service financial planning and investment advisory firm. As Client Relationship Manager I make sure that all our clients' service needs are met quickly and without any fuss. Have a question about your statement? Need some money deposited to your checking account? Need help logging into your online account? You call me immediately! At Ballast we take pride in the genuine care we give clients. We are large enough to accommodate all your financial needs but small enough that you are never just an account number.
  • Nj 3Rd Congressional District
    Campaign Volunteer
    Nj 3Rd Congressional District May 2017 - Jun 2021
    Moorestown, New Jersey
  • Urban Promise Academy
    Volunteer
    Urban Promise Academy Jun 2017 - Jan 2019
    Greater Philadelphia Area
  • Watermarc
    Writer
    Watermarc Mar 2005 - Jan 2019
    Moorestown Nj
    www.marciannewaters.com OR www.marciwaters.com
  • Beneficial Bank
    Customer Service Representative/Teller
    Beneficial Bank Feb 2014 - Jan 2017
    Moorestown, Nj
    As a customer service representative and teller at the company's branches I assisted new customers in establishing a banking relationship, fielded questions and complaints from existing customers and processed transactions with panache. I really got to know my customers and vice versa. I felt a responsibility to help them, in part because that was my job and in greater part because we had a connection. Processing deposits and/or explaining how someone overdrew their account isn't exactly fun but finding kinship with so many different people was pure joy.
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  • Mclaughlin Asset Management, Inc.
    Practice Manager
    Mclaughlin Asset Management, Inc. Oct 2013 - Feb 2014
    Haddonfield Nj
    Worked with advisors to build and implement client financial plans, monitor investment portfolios and provided cash management. Resolved client requests, questions and complaints. Supervised a para-planner and client service representative.
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  • Ema Brokerage
    Senior Case Manager
    Ema Brokerage Dec 2004 - Aug 2013
    Mt. Laurel Nj
    As a liaison between financial planners and insurance companies, I managed insurance cases from design through placement. I ran illustrations and comparative spreadsheets, completed and submitted applications, monitored underwriting and delivered issued policies to the agents under our umbrella. .I gathered personal, medical and financial data for proposed insureds, as needed. I provided follow-up information and records to underwriters. And I kept the agents updated on case progress.
  • Integrated Planning Services
    Director Of Client Services
    Integrated Planning Services Jan 1995 - Jun 2000
    Moorestown Nj
     Administered all financial planning client accounts from initial proposal forward Interviewed clients, established investment accounts, and executed trades  Responded to client inquiries and service requests Composed quarterly investment newsletter Supervised small administrative staff
  • Columbus Circle Investors
    Fixed Income Trader/Assistant Portfolio Manager
    Columbus Circle Investors Jan 1985 - Jan 1987
    New York City, Ny
     Identified government and corporate bond market conditions and sentiment for daily reporting to portfolio manager Sought swap opportunities to enhance portfolio return Executed trades  Composed ‘bond report’ for monthly newsletter distributed to Financial Advisors and prospects
  • Delaware Investors
    Fixed Income Trader/Avp
    Delaware Investors Jan 1983 - Jan 1985
    Philadelphia Pa
     Identified high-yield bond market conditions and brokerage house positions  Conferred with analysts for review of current holdings to identify portfolio weaknesses and possible acquisitions Sought swap opportunities to implement analyst & portfolio manager recommendations Executed trades
  • Girard (Mellon) Bank
    Investment Officer
    Girard (Mellon) Bank Jan 1980 - Jan 1983
    Philadelphia Pa
    Traded money market instruments, US Treasuries, corporate and convertible bonds for Trust Department pooled funds and separately managed accounts Wrote weekly investment newsletter distributed to managers and clients.

Marci Waters Skills

Insurance Financial Services Life Insurance Strategic Financial Planning Underwriting Customer Service Management Investments Finance Financial Planning Financial Planners Marketing Writing Disability Insurance Portfolio Management Long Term Care Sales Building Relationships Email Marketing Fixed Annuities Estate Planning Whole Life Wealth Management Employee Benefits Long Term Care Insurance Retirement Planning Relationship Marketing Financial Advisory Term Life Insurance Retirement Health Insurance Business Relationship Management 401k Long Term Care Client Service Client Communication Mutual Funds Crm Small Business Interviews Newsletters Finra New Business Development Umbrella Insurance Series 63 Bonds Series 6 Wealth Critical Illness

Marci Waters Education Details

  • Chestnut Hill College
    Chestnut Hill College
    English
  • Holy Cross High School
    Holy Cross High School
    College/University Preparatory And Advanced High School/Secondary Diploma Program
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Frequently Asked Questions about Marci Waters

What company does Marci Waters work for?

Marci Waters works for Watermarc, Llc

What is Marci Waters's role at the current company?

Marci Waters's current role is FREE!.

What is Marci Waters's email address?

Marci Waters's email address is ma****@****ail.com

What schools did Marci Waters attend?

Marci Waters attended Chestnut Hill College, Holy Cross High School, , .

What are some of Marci Waters's interests?

Marci Waters has interest in Writing, Economic Empowerment, Politics, Reading, Buddhist Study, Biking, Human Rights, Animal Welfare, Movies.

What skills is Marci Waters known for?

Marci Waters has skills like Insurance, Financial Services, Life Insurance, Strategic Financial Planning, Underwriting, Customer Service, Management, Investments, Finance, Financial Planning, Financial Planners, Marketing.

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