Margaret Hart Email and Phone Number
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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.
Curi Rmb Capital
View- Website:
- rmbcap.com
- Employees:
- 150
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Client Services ManagerCuri Rmb Capital May 2021 - PresentRaleigh, North Carolina, United States -
Retirement Brokerage Services Representative, Defined Contribution PlansFidelity Investments 2021 - 2022Durham, North Carolina, United States -
Senior Registered Executive Assistant, Financial Consultant, Insurance RepresentativeNational Tax And Financial Services 2017 - 2020Ronkonkoma, New York, United StatesThe company is now known as B Riley Wealth.
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Client Relationship ManagerAmeriprise Financial Services, Llc 2016 - 2017Melville, New York, United States -
Registered Sales AssistantGilman Ciocia Feb 2016 - Dec 2016Lake Ronkonkoma, New York, United States -
Senior Registered Client AssociateMorgan Stanley Aug 2010 - Sep 2015Melville, New York, United States -
Senior Client Services AssociateRbc 2008 - 2010Jericho, New York, United States -
Senior Client Services AssociateAmerican Portfolios 2004 - 2008Holbrook, New York, United States -
Senior Client Services AssociateUbs 2000 - 2002Melville, New York, United States -
Branch AdministratorJpmorganchase 1996 - 2000Jericho, New York, United StatesThe company was formerly known as Chase Investment Services Corp.
Margaret Hart Skills
Margaret Hart Education Details
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Liberal Arts And Sciences/Liberal Studies
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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Margaret Hart
New York City Metropolitan Area -
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