Sandra Shutt

Sandra Shutt Email and Phone Number

Client Services Associate @ Strategence Capital, LLC
van wert, ohio, united states
Sandra Shutt's Location
Van Wert, Ohio, United States, United States
Sandra Shutt's Contact Details

Sandra Shutt personal email

n/a
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.

Sandra Shutt's Current Company Details
Strategence Capital, LLC

Strategence Capital, Llc

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Client Services Associate
van wert, ohio, united states
Website:
strategencecapital.com
Employees:
7
Sandra Shutt Work Experience Details
  • Strategence Capital, Llc
    Client Services Associate
    Strategence Capital, Llc May 2012 - Present
    Van Wert, Oh
    I 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.
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Sandra Shutt Skills

Finance Financial Analysis Investments Mortgage Lending Sharepoint Outlook Customer Service E Learning Logistics Management Microsoft Office Social Networking Office Administration Powerpoint Quickbooks Microsoft Access

Sandra Shutt Education Details

Frequently Asked Questions about Sandra Shutt

What company does Sandra Shutt work for?

Sandra Shutt works for Strategence Capital, Llc

What is Sandra Shutt's role at the current company?

Sandra Shutt's current role is Client Services Associate.

What is Sandra Shutt's email address?

Sandra Shutt's email address is sa****@****tal.com

What schools did Sandra Shutt attend?

Sandra Shutt attended University Of Northwestern Ohio, Van Wert High School.

What skills is Sandra Shutt known for?

Sandra Shutt has skills like Finance, Financial Analysis, Investments, Mortgage Lending, Sharepoint, Outlook, Customer Service, E Learning, Logistics Management, Microsoft Office, Social Networking, Office Administration.

Who are Sandra Shutt's colleagues?

Sandra Shutt's colleagues are Jordan Arnold, Cfp®, Julia Reiff, Cj R., Kasee Stoller, Shannon G., Kaden Bussel, Erin Laukhuf.

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