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@copytalk.com
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4 phones found area 954 and 941
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Maree Moscati Ceo is listed as CEO Copytalk at COPYTALK, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at copytalk.com, phone signal with area code 954, 941, and a matched LinkedIn profile for Maree Moscati Ceo.
Maree Moscati Ceo previously worked as Chief Executive Officer at Copytalk and CEO at Copytalk Llc. Maree Moscati Ceo holds Certified Financial Planner Courses from Florida State University.
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Maree Moscati is the CEO of Copytalk, a transcription service dedicated to meeting the security and privacy needs of the financial services industry. Before assuming leadership of the firm in 2012, Maree spent decades in the industry, first as a financial planner, then as a coach for others as a regional sales manager, and later as a president and CEO in wealth management and trust services.Maree was named “10 Best CEOs of 2021” by Industry Era Magazine, as one of the “Inspirational Business Leaders to Watch-2022” by The Tycoon Magazine, and as a top tech leader by MYTECHMAG. In 2018, the Bank Insurance and Securities Association inducted Maree into its Hall of Fame and gave her a Lifetime Achievement Award.A graduate of the Laboratory Institute of Merchandising, Maree completed all certified financial planner courses at Florida State University. She held the FINRA Series 24, 7, and 63 licenses and has earned the coveted Shared Assessments Certified Third Party Risk Professional (CTPRP) designation. Under Maree’s leadership, Copytalk has become the premier provider of secure mobile dictation to hundreds of top financial institutions and prominent enterprises in other sectors.Maree understands that personal integrity and trustworthiness are what enable investment professionals to succeed, and she and her firm are dedicated to helping financial advisors meet their commitments to clients. Grateful to the mentors who helped her throughout career, Maree now spends considerable time coaching and inspiring younger generations, especially younger women, who are looking to have rewarding and meaningful careers in financial services and technology.
Listed skills include Strategy, Investments, Financial Services, Wealth Management, and 46 others.
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Sarasota, FL, US
Copytalk's Mobile Scribe service makes documenting all your important information faster and easier than ever before. Pick up your phone, dial Copytalk, and dictate the details of your meeting, your to do list, reminders, email drafts, or any other information you want to capture. Use our mobile application for the same at-your-fingertips dictation on your.
Joined start-up management group with projected annual revenues of $400,000. Assumed all strategic and day-to-day operations and finance management responsibilities, Recruited, trained and mentored team of 58 to grow the business. Accountable for developing and executing business growth strategy. Overview: Grew revenues from $400K to $3.5 million with.
Recruited to revitalize a failing division which had been losing money for 2 years. Inherited demoralized team that lacked direction and was not respected throughout the company. Managed 75 employees across 7 states and built partnerships with other company divisions. Established growth strategy, and overhauled all policies, processes and systems in order.
Wealth Management
Originally hired as a broker with Griffin, which was the broker-dealer arm of Savings of America. Earned a number of promotions and stayed with the company after the acquisition by South Trust Securities. Managed 6 sales managers, 68 investment officers and 58 sales reps across 198 branches and 2 states.Developed in-house, 2-year training program for.
Worked extensively in the women's market and pioneered a program with Long Island University with their "Pre-Retirement Education Planning " (PREP) program. Also designed, implemented and held educational programs "For Women Only, A Financial Awareness Workshop"
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Maree Moscati Ceo works for COPYTALK.
Maree Moscati Ceo is listed as CEO Copytalk at COPYTALK.
AeroLeads has found 1 work email signal at @copytalk.com for Maree Moscati Ceo at COPYTALK.
AeroLeads has found 4 phone signal(s) with area code 954, 941 for Maree Moscati Ceo at COPYTALK.
Maree Moscati Ceo is based in Sarasota, Florida, United States while working with COPYTALK.
Maree Moscati Ceo has worked for Copytalk, Copytalk Llc, Stratstone Financial - Cco, Motorsports Management Group, Llc., and Colonial Wealth Management.
You can use AeroLeads to view verified contact signals for Maree Moscati Ceo at COPYTALK, including work email, phone, and LinkedIn data when available.
Maree Moscati Ceo holds Certified Financial Planner Courses from Florida State University.
Maree Moscati Ceo is listed with skills including Strategy, Investments, Financial Services, Wealth Management, Executive Management, Leadership, Sales Management, and Start Ups.
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