Marli Knipp

Marli Knipp Email and Phone Number

Relationship Specialist @ TDECU
United States
Marli Knipp's Location
Greater Lexington Area, United States
Marli Knipp's Contact Details

Marli Knipp personal email

About Marli Knipp

Anyone that knows me will tell you that I am service driven and a very loyal person with a positive attitude and caring nature. I pride myself on being honest, and kind, always providing service with high moral standards. I have almost 15 years of experience in the role of office support in the Financial Investment & Insurance industries. Having worked in the financial industry, I understand the needs of both the financial advisor and the client. I am familiar with the challenges of a sales-driven career as well as respecting a client’s trust placed in us.

Marli Knipp's Current Company Details
TDECU

Tdecu

View
Relationship Specialist
United States
Marli Knipp Work Experience Details
  • Tdecu
    Relationship Specialist
    Tdecu
    United States
  • A 1 Portables
    Boss Lady
    A 1 Portables Jun 2018 - Present
  • Kentucky Health Collaborative
    Executive Assistant
    Kentucky Health Collaborative 2017 - Jun 2018
    Lexington, Kentucky Area
  • Gilbert Financial Group
    Executive Office Manager
    Gilbert Financial Group May 2015 - Dec 2016
    Wellington, Fl
  • Self Employed
    Self Employed
    Self Employed Dec 2014 - Apr 2015
  • Apps Paramedical
    Office Manager
    Apps Paramedical Jul 2013 - Nov 2014
    Lexington, Kentucky Area
  • Woodmen Of The World
    Senior Administrative Assistant
    Woodmen Of The World Apr 2008 - Jul 2013
    Under minimal supervision, performed advanced and confidential secretarial and administrative duties. Provided work direction and assistance to other state office employees. Have performed managerial duties in the absence of the state manager. Direct assistance to the State Manager and Area ManagersPlanned monthly training sessions and state meetingsCreated daily, weekly and monthly monitoring reportsBasic clerical duties (answering and directing phones, emails, fax)Prepared weekly & monthly newslettersOrganized and expedited flow of work, procedures and reports. Monitored pending business and assisted in finalizing/completing pending applications. Customer support to Woodmen members & Field Representatives.Assisted in recruiting, licensing and contracting of new Field Representatives. Prepared special reports by gathering, analyzing and summarizing data. Designed databases to improve reporting and data collection efficiency.
  • Boston Trading & Research
    Executive Assistant
    Boston Trading & Research Apr 2007 - Sep 2007
    Performed basic administrative tasks to the CEO such as travel arrangements, running of errands, trading assistance, payroll, scheduling meetings and client appreciation events.

Marli Knipp Skills

Customer Service Time Management Microsoft Office Event Planning Event Management Administrative Assistants Sales Microsoft Excel Lotus Notes Marketing Insurance Data Entry Recruiting Outlook Spreadsheets Employee Relations Employee Benefits Administrative Assistance Access Organizational Effectiveness Process Improvement Efficiency Training

Marli Knipp Education Details

  • Lexington Community College
    Lexington Community College
    Computer Programming
  • Tswane University Pretoria, South Africa
    Tswane University Pretoria, South Africa
    Tourism And Travel Services Management

Frequently Asked Questions about Marli Knipp

What company does Marli Knipp work for?

Marli Knipp works for Tdecu

What is Marli Knipp's role at the current company?

Marli Knipp's current role is Relationship Specialist.

What is Marli Knipp's email address?

Marli Knipp's email address is ma****@****ail.com

What schools did Marli Knipp attend?

Marli Knipp attended Lexington Community College, Tswane University Pretoria, South Africa.

What skills is Marli Knipp known for?

Marli Knipp has skills like Customer Service, Time Management, Microsoft Office, Event Planning, Event Management, Administrative Assistants, Sales, Microsoft Excel, Lotus Notes, Marketing, Insurance, Data Entry.

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