Marci Waters Email & Phone Number

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

Moorestown NJ USA

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.

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.

Moorestown, New Jersey

Greater Philadelphia Area

Moorestown NJ

www.marciannewaters.com OR www.marciwaters.com

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.

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.

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.

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

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

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

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.

Ba, English

I learned to read critically, to edit assiduously, and to write eloquently. I learned the human heart and mind. I learned about friendship.

No Degree, It'S High School. Successful Completion Of A College Prep Curriculum., College/University Preparatory And Advanced High School/Secondary Diploma Program

I learned to write. I learned to have a sense of humor about myself. I learned the beauty of words. I also learned self-discipline.

Education record

Education record