Shari Kessler Email and Phone Number
Shari Kessler work email
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Shari Kessler personal email
The Cincinnati office of Mariner Wealth Advisors was originally founded as RiverPoint Capital Management, a registered investment advisory firm established in 2002. We became a partner firm of Mariner Wealth Advisors in 2012 and rebranded in 2018. We offer a wide range of investment and financial planning services to high net worth individuals and families, as well as foundation, endowments and retirement plans.Experienced Client Service Associate with a demonstrated history of working in the investment management industry. Skilled in Client Services, Microsoft Excel, Microsoft Word, and PowerPoint.
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Client Service AssociateMariner Wealth AdvisorsCincinnati, Oh, Us
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Client Service AssociateMariner Wealth Advisors Oct 2007 - PresentCincinnati, Ohio AreaClient Service Associate, responsible for the day-to-day administration of firm accounts. This includes coordinating all administrative activities related to account management, assisting clients with their day-to-day needs, opening, maintaining and reporting on client portfolios, completing and reviewing investment transactions, and account changes. Also responsible for daily portfolio reconciliation with custodian banks and communications with client attorneys and accountants. -
Client Service AssociateMariner Wealth Advisors - Cincinnati Oct 2007 - PresentCincinnati Area, Ky
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Administrative AssistantOur Lady Of Lourdes Church Feb 2001 - Oct 2007
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Portfolio AdministratorScudder Investments Jan 1983 - Mar 1999
Shari Kessler Skills
Shari Kessler Education Details
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Mt. St. JosephBusiness Courses -
School Of Quotes That Move You!
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School Of Quotes That Move You!
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Seton High School
Frequently Asked Questions about Shari Kessler
What company does Shari Kessler work for?
Shari Kessler works for Mariner Wealth Advisors
What is Shari Kessler's role at the current company?
Shari Kessler's current role is Client Service Associate.
What is Shari Kessler's email address?
Shari Kessler's email address is sk****@****tcm.com
What schools did Shari Kessler attend?
Shari Kessler attended Mt. St. Joseph, School Of Quotes That Move You!, School Of Quotes That Move You!, Seton High School.
What skills is Shari Kessler known for?
Shari Kessler has skills like Microsoft Excel, Customer Service, Microsoft Word, Powerpoint, Managing Deadlines, Indesign, Baseline, Communication Skills, Organization, Team Oriented, Client Relations Skills, Client Service Oriented.
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