Melissa Oftedahl

Melissa Oftedahl Email and Phone Number

Financial Services Associate @ Avantax
Dubuque, IA, US
Melissa Oftedahl's Location
Dubuque, Iowa, United States, United States
Melissa Oftedahl's Contact Details

Melissa Oftedahl work email

Melissa Oftedahl personal email

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Melissa Oftedahl phone numbers

About Melissa Oftedahl

Melissa Oftedahl is a Financial Services Associate at Avantax.

Melissa Oftedahl's Current Company Details
Avantax

Avantax

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Financial Services Associate
Dubuque, IA, US
Melissa Oftedahl Work Experience Details
  • Avantax
    Financial Services Associate
    Avantax
    Dubuque, Ia, Us
    View
  • Two By Two Character Development
    Administrative Assistant
    Two By Two Character Development Feb 2023 - Present
    View
  • Grand View United Methodist Church
    Finance Manager
    Grand View United Methodist Church Dec 2021 - Present
    Dubuque, Ia
    View
  • Hk Financial Services
    Administrative Supervisor
    Hk Financial Services Jun 2013 - Dec 2021
    Assist several Financial Planning Consultants with scheduling, preparing documents for client meetings. Work with clients and prospects to answer questions, assist with transactions and various other items. As supervisor, I onboard new hires to the Financial Services Assistant Team, oversee their training and ongoing development. Create and maintain training manual on various systems and hold web based trainings for various staff. Maintain detailed notes on each direct report employee on training, development and coaching. Work with all areas of the company to develop and improve current procedures and work flow. Travel to each office to evaluate and train Financial Services Assistants
    View
  • Hartig Drug
    Retail Operations Manager
    Hartig Drug Aug 2006 - Jun 2013
    View

Melissa Oftedahl Education Details

Frequently Asked Questions about Melissa Oftedahl

What company does Melissa Oftedahl work for?

Melissa Oftedahl works for Avantax

What is Melissa Oftedahl's role at the current company?

Melissa Oftedahl's current role is Financial Services Associate.

What is Melissa Oftedahl's email address?

Melissa Oftedahl's email address is mo****@****kfs.com

What is Melissa Oftedahl's direct phone number?

Melissa Oftedahl's direct phone number is +156358*****

What schools did Melissa Oftedahl attend?

Melissa Oftedahl attended Clarke University.

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