Sandra Llewellyn
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Sandra Llewellyn Email & Phone Number

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
Location: Boston, Massachusetts, United States 4 work roles
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Role
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
Location
Boston, Massachusetts, United States
Company size

Who is Sandra Llewellyn? Overview

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Quick answer

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.

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Email format at Commonwealth Financial Network

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Commonwealth Financial Network

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Profile bio

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.

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Sandra Llewellyn's current company

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Commonwealth Financial Network
Commonwealth Financial Network
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
waltham, massachusetts, united states
Employees
1205
AeroLeads page
4 roles

Sandra Llewellyn work experience

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Returned Mail Compliance Admin

United States

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

May 2022 - Sep 2022

Returned Mail Compliance Admin

United States

>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

May 2022 - Sep 2022
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Colleagues at Commonwealth Financial Network

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FAQ

Frequently asked questions about Sandra Llewellyn

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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?

You can use AeroLeads to view verified contact signals for Sandra Llewellyn at Commonwealth Financial Network, including work email, phone, and LinkedIn data when available.

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