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Sharon Small Email & Phone Number

Financial Educator/Advisor with SIS Advisors. Healthcare Advisor: Individual & Family Healthcare Advisor with OneShare and ACA, and Medicare Advisor with Advocate Health Advisor. at Contacted with well established insurance companies
Location: New York, United States 2 work roles 2 schools
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Contacted with well established insurance companies
Role
Financial Educator/Advisor with SIS Advisors. Healthcare Advisor: Individual & Family Healthcare Advisor with OneShare and ACA, and Medicare Advisor with Advocate Health Advisor.
Location
New York, United States

Who is Sharon Small? Overview

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Sharon Small is listed as Financial Educator/Advisor with SIS Advisors. Healthcare Advisor: Individual & Family Healthcare Advisor with OneShare and ACA, and Medicare Advisor with Advocate Health Advisor. at Contacted with well established insurance companies, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Sharon Small.

Sharon Small previously worked as Financial Educator and Insurance Broker at Contacted With Well Established Insurance Companies and Assistant Vice President, Research Operations Distribution Manager at Barclays [Revenue - £21.14 Billion (2018), Headquarters - London, Uk, Employees - 79,900]. Sharon Small holds Master Of Science - Ms, Management from New School, Graduate School Of Management & Urban Policy.

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About Sharon Small

CORE COMPETENCIES /STRENGTHS LISTCORE COMPETENCIES• Sales & Marketing• Communications Skills• Analytical Abilities• Team Leadership• Human Relations• Technical Knowledge• Business Development• Strategic Planning• Microsoft Suite• Staff Development and Training3 BEST ACCOMPLISHMENTS• Starting my own business as a Financial Educator, Advisor, and Agent• Training salesforce to avoid compliance issues• Discovering technical problems of research malfunctions and avoiding incidents• Meeting deadlines of various projectsPlease contact me at (212) 270-7741 with any research operations analyst, operations specialist and sales registered associate opportunities.

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Sharon Small's current company

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Contacted with well established insurance companies
Contacted With Well Established Insurance Companies
Financial Educator/Advisor with SIS Advisors. Healthcare Advisor: Individual & Family Healthcare Advisor with OneShare and ACA, and Medicare Advisor with Advocate Health Advisor.
2 roles

Sharon Small work experience

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Financial Educator And Insurance Broker

Current
Contacted With Well Established Insurance Companies

New York City Metropolitan Area

• Insurance licensed in Life, Travel, and Health• Security licensed• Evaluate businesses and individuals on their financial need analysis• Prospected and developed the new business through cold calling and referrals• Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage• Conducted informative business-to-business and one-on-one sales presentations• Filed claims for policyholders and helped retrieve required medical documents

Jan 2020 - Present

Assistant Vice President, Research Operations Distribution Manager

Barclays [Revenue - £21.14 Billion (2018), Headquarters - London, Uk, Employees - 79,900]

New York, Ny

Worked with the Research Operations team members to understand internal and external client experiences and feedback and interpret this into new content distribution strategies. Liaised and worked with with the Instant Insights template team, Barclays Live Publishing team (Docview), and Subscription/Distribution (Mercury) team for assessment and analysis of research projects. Research operations specialist resolving and advising analysts, bankers, sales contacts, compliance, Research Department, Research IT Analytics Team, and Barclays Helpline Desk on the various procedures of the firm.Administered research inquiries support service, which addressed questions from internal clients and external clients. A member of the global team who assists with the non-client entitlement policies, regulatory issues, auditing inquiries, and subscription interests.Knowledgeable with small team management. Coordinated weekly technology distribution meeting. Train Equity and Fixed Income research teams, as well as the salesforce on various applications. Provided self-written handouts manuals.

Mar 2007 - Jul 2019
2 education records

Sharon Small education

Master Of Science - Ms, Management

New School, Graduate School Of Management & Urban Policy
FAQ

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What company does Sharon Small work for?

Sharon Small works for Contacted with well established insurance companies.

What is Sharon Small's role at Contacted with well established insurance companies?

Sharon Small is listed as Financial Educator/Advisor with SIS Advisors. Healthcare Advisor: Individual & Family Healthcare Advisor with OneShare and ACA, and Medicare Advisor with Advocate Health Advisor. at Contacted with well established insurance companies.

Where is Sharon Small based?

Sharon Small is based in New York, United States while working with Contacted with well established insurance companies.

What companies has Sharon Small worked for?

Sharon Small has worked for Contacted With Well Established Insurance Companies and Barclays [Revenue - £21.14 Billion (2018), Headquarters - London, Uk, Employees - 79,900].

How can I contact Sharon Small?

You can use AeroLeads to view verified contact signals for Sharon Small at Contacted with well established insurance companies, including work email, phone, and LinkedIn data when available.

What schools did Sharon Small attend?

Sharon Small holds Master Of Science - Ms, Management from New School, Graduate School Of Management & Urban Policy.

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