Sandra Shutt Email & Phone Number
@strategencecapital.com
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Who is Sandra Shutt? Overview
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Sandra Shutt is listed as Client Services Associate at Strategence Capital, LLC, a with 7 employees, based in Van Wert, Ohio, United States. AeroLeads shows a work email signal at strategencecapital.com and a matched LinkedIn profile for Sandra Shutt.
Sandra Shutt holds Bachelor Of Science, Business Administration from University Of Northwestern Ohio.
Email format at Strategence Capital, LLC
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AeroLeads found 2 current-domain work email signals for Sandra Shutt. Compare company email patterns before reaching out.
About Sandra Shutt
Sandra Shutt is a Client Services Associate at Strategence Capital, LLC. She possess expertise in finance, financial analysis, investments, mortgage lending, sharepoint and 10 more skills.
Listed skills include Finance, Financial Analysis, Investments, Mortgage Lending, and 11 others.
Sandra Shutt's current company
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Sandra Shutt work experience
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Client Services AssociateI have been with Strategence Capital, LLC (formerly Stoller Financial Group) since Tim Stoller started the firm in 2012. My responsibilities include the following: Coordinate and maintain information and databases for our 401K plans. Servicing the 401K participants with Enrollment, Rollovers, etc. Provide valuable support to the Financial Advisor and clients for an efficient and pleasant client experience. Communicate with prospects/clients regarding appointments, and servicing of accounts. Prepare and generate portfolio review reports for client/financial advisor meetings. Ensure that compliance processes for the office are current and in place. Process trade transactions at the direction of the financial advisor. Coordinate the imaging and storage of client documents.
Colleagues at Strategence Capital, LLC
Other employees you can reach at strategencecapital.com. View company contacts for 7 employees →
Kasee Stoller
Colleague at Strategence Capital, LlcVan Wert, Ohio, United States
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SG
Shannon G.
Colleague at Strategence Capital, LlcVan Wert, Ohio, United States
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KB
Kaden Bussel
Colleague at Strategence Capital, LlcGreater Fort Wayne, United States
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Kirsten Demarais
Colleague at Strategence Capital, LlcMorris, Minnesota, United States
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JA
Jordan Arnold, Cfp®
Colleague at Strategence Capital, LlcBluffton, Indiana, United States
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CR
Cj R.
Colleague at Strategence Capital, LlcRichmond, Virginia, United States
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EL
Erin Laukhuf
Colleague at Strategence Capital, LlcVan Wert, Ohio, United States
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JR
Julia Reiff
Colleague at Strategence Capital, LlcBluffton, Indiana, United States
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Sandra Shutt education
Education record
Frequently asked questions about Sandra Shutt
Quick answers generated from the profile data available on this page.
What company does Sandra Shutt work for?
Sandra Shutt works for Strategence Capital, LLC.
What is Sandra Shutt's role at Strategence Capital, LLC?
Sandra Shutt is listed as Client Services Associate at Strategence Capital, LLC.
What is Sandra Shutt's email address?
AeroLeads has found 2 work email signals at @strategencecapital.com for Sandra Shutt at Strategence Capital, LLC.
Where is Sandra Shutt based?
Sandra Shutt is based in Van Wert, Ohio, United States while working with Strategence Capital, LLC.
What companies has Sandra Shutt worked for?
Sandra Shutt has worked for Strategence Capital, Llc.
Who are Sandra Shutt's colleagues at Strategence Capital, LLC?
Sandra Shutt's colleagues at Strategence Capital, LLC include Kasee Stoller, Shannon G., Kaden Bussel, Kirsten Demarais, and Jordan Arnold, Cfp®.
How can I contact Sandra Shutt?
You can use AeroLeads to view verified contact signals for Sandra Shutt at Strategence Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sandra Shutt attend?
Sandra Shutt holds Bachelor Of Science, Business Administration from University Of Northwestern Ohio.
What skills is Sandra Shutt known for?
Sandra Shutt is listed with skills including Finance, Financial Analysis, Investments, Mortgage Lending, Sharepoint, Outlook, Customer Service, and E Learning.
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