Sandra Llewellyn Email & Phone Number
Who is Sandra Llewellyn? Overview
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Sandra Llewellyn is listed as Administrative and Customer Support Professional with over 12yrs of Relevant Experience in Higher Education and the Finance Industry, as well as in Retail & Food Service at Commonwealth Financial Network, a with 1205 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Sandra Llewellyn.
Sandra Llewellyn previously worked as New Account Specialist at Commonwealth Financial Network and Returned Mail Compliance Admin at Commonwealth Financial Network.
Email format at Commonwealth Financial Network
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About Sandra Llewellyn
Sandra Llewellyn is a Administrative and Customer Support Professional with over 12yrs of Relevant Experience in Higher Education and the Finance Industry, as well as in Retail & Food Service at Commonwealth Financial Network.
Sandra Llewellyn's current company
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Sandra Llewellyn work experience
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Returned Mail Compliance Admin
Reviewed and processed incoming account documents and returned mail as relates to the current rules and regulations set forth by the SEC, FINRA, MSRB, NFA Reconciled client and advisor identifying information and updated within the system according to designated workflow processes as relates to the current rules and regulations set forth by the SEC, FINRA, MSRB, NFAFollowed up and verified changes in advisor status or client information with various sponsor institutions and advisor offices
Returned Mail Compliance Admin
>Reviewed and processed incoming account documents and returned mail as relates to the current rules and regulations set forth by the SEC, FINRA, MSRB, NFA >Reconciled client and advisor identifying information and updated within the system according to designated workflow processes as relates to the current rules and regulations set forth by the SEC, FINRA, MSRB, NFA>Followed up and verified changes in advisor status or client information with various sponsor institutions and advisor offices
Program Coordinator/Admin Assistant
Colleagues at Commonwealth Financial Network
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Kc Olsen (Skolnik)
Colleague at Commonwealth Financial NetworkGreater Boston, United States
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Matt Peaslee
Colleague at Commonwealth Financial NetworkNew York, United States
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Cormac T
Colleague at Commonwealth Financial NetworkSan Francisco, California, United States
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Louis Merkle, Crc®
Colleague at Commonwealth Financial NetworkGreater Houston, United States
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Stephanie Blaine, Mba
Colleague at Commonwealth Financial NetworkGreater Boston, United States
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Lu Kane
Colleague at Commonwealth Financial NetworkSt Cloud, Minnesota, United States
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Jason Woloszyn
Colleague at Commonwealth Financial NetworkHuntersville, North Carolina, United States
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Trap Kloman
Colleague at Commonwealth Financial NetworkWaltham, Massachusetts, United States
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Francesca Banci
Colleague at Commonwealth Financial NetworkMelville, New York, United States
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Sanjay Tomar
Colleague at Commonwealth Financial NetworkWaltham, Massachusetts, United States
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Frequently asked questions about Sandra Llewellyn
Quick answers generated from the profile data available on this page.
What company does Sandra Llewellyn work for?
Sandra Llewellyn works for Commonwealth Financial Network.
What is Sandra Llewellyn's role at Commonwealth Financial Network?
Sandra Llewellyn is listed as Administrative and Customer Support Professional with over 12yrs of Relevant Experience in Higher Education and the Finance Industry, as well as in Retail & Food Service at Commonwealth Financial Network.
Where is Sandra Llewellyn based?
Sandra Llewellyn is based in Boston, Massachusetts, United States while working with Commonwealth Financial Network.
What companies has Sandra Llewellyn worked for?
Sandra Llewellyn has worked for Commonwealth Financial Network and Smith College School For Social Work.
Who are Sandra Llewellyn's colleagues at Commonwealth Financial Network?
Sandra Llewellyn's colleagues at Commonwealth Financial Network include Kc Olsen (Skolnik), Matt Peaslee, Cormac T, Louis Merkle, Crc®, and Stephanie Blaine, Mba.
How can I contact Sandra Llewellyn?
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