Margaret Hart

Margaret Hart Email and Phone Number

Client Services Manager at Curi RMB Capital @ Curi RMB Capital
chicago, illinois, united states
Margaret Hart's Location
Raleigh, North Carolina, United States, United States
Margaret Hart's Contact Details

Margaret Hart personal email

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About Margaret Hart

Client Services Manager | Financial Services Expert | Over 30 Years of ExperienceAs a seasoned Client Service Manager with over three decades of experience in the Financial Services industry, I am passionate about delivering exceptional customer experiences and driving operational excellence. My career has been dedicated to understanding client needs, fostering strong relationships, and implementing innovative solutions to meet and exceed expectations.With a proven track record in managing client accounts, optimizing processes, and leading cross-functional teams, I have consistently achieved outstanding results in enhancing customer satisfaction and business growth. My expertise spans various areas, including wealth management, investment advisory, and financial planning, enabling me to provide comprehensive support and guidance.I am adept to navigating complex regulatory environments, ensuring compliance, and mitigating risks while maintaining a client-centric approach. My commitment to continuous learning and professional development has equipped me with the knowledge and skills to adapt to evolving industry trends and deliver value in a dynamic market.

Margaret Hart's Current Company Details
Curi RMB Capital

Curi Rmb Capital

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Client Services Manager at Curi RMB Capital
chicago, illinois, united states
Website:
rmbcap.com
Employees:
150
Margaret Hart Work Experience Details
  • Curi Rmb Capital
    Client Services Manager
    Curi Rmb Capital May 2021 - Present
    Raleigh, North Carolina, United States
  • Fidelity Investments
    Retirement Brokerage Services Representative, Defined Contribution Plans
    Fidelity Investments 2021 - 2022
    Durham, North Carolina, United States
  • National Tax And Financial Services
    Senior Registered Executive Assistant, Financial Consultant, Insurance Representative
    National Tax And Financial Services 2017 - 2020
    Ronkonkoma, New York, United States
    The company is now known as B Riley Wealth.
  • Ameriprise Financial Services, Llc
    Client Relationship Manager
    Ameriprise Financial Services, Llc 2016 - 2017
    Melville, New York, United States
  • Gilman Ciocia
    Registered Sales Assistant
    Gilman Ciocia Feb 2016 - Dec 2016
    Lake Ronkonkoma, New York, United States
  • Morgan Stanley
    Senior Registered Client Associate
    Morgan Stanley Aug 2010 - Sep 2015
    Melville, New York, United States
  • Rbc
    Senior Client Services Associate
    Rbc 2008 - 2010
    Jericho, New York, United States
  • American Portfolios
    Senior Client Services Associate
    American Portfolios 2004 - 2008
    Holbrook, New York, United States
  • Ubs
    Senior Client Services Associate
    Ubs 2000 - 2002
    Melville, New York, United States
  • Jpmorganchase
    Branch Administrator
    Jpmorganchase 1996 - 2000
    Jericho, New York, United States
    The company was formerly known as Chase Investment Services Corp.

Margaret Hart Skills

Personal Financial Planning Financial Advisory Retirement Planning Fixed Annuities Wealth Management Customer Relationship Management Customer Service Life Insurance Long Term Care Insurance Variable Annuities Financial Planning Investment Banking Finance Investments Insurance Disability Insurance Whole Life Insurance Term Life Insurance Long Term Care Client Education Client Relations Client Services Search_engine_optimization Estate Planning

Margaret Hart Education Details

Frequently Asked Questions about Margaret Hart

What company does Margaret Hart work for?

Margaret Hart works for Curi Rmb Capital

What is Margaret Hart's role at the current company?

Margaret Hart's current role is Client Services Manager at Curi RMB Capital.

What is Margaret Hart's email address?

Margaret Hart's email address is ma****@****ail.com

What is Margaret Hart's direct phone number?

Margaret Hart's direct phone number is +163189*****

What schools did Margaret Hart attend?

Margaret Hart attended Dowling College.

What skills is Margaret Hart known for?

Margaret Hart has skills like Personal Financial Planning, Financial Advisory, Retirement Planning, Fixed Annuities, Wealth Management, Customer Relationship Management, Customer Service, Life Insurance, Long Term Care Insurance, Variable Annuities, Financial Planning, Investment Banking.

Who are Margaret Hart's colleagues?

Margaret Hart's colleagues are Meghan Hayes, Amber Hickory, Margo Sweany, Cfp®, Charlie Brey, Cfp®, Palesa Khoza, Elizabeth Fagerlind, Lindsay Levalley.

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