Vanessa Simon, Mba Email & Phone Number

Financial Security Professional and Client Best Interest Advocate with broad knowledge in wealth and relationship management, operations, quality & financial compliance, information technology, and training & development. a founding and former member of the core leadership team of ENABLE, one of seven New York Life Employee Resource Groups vital to the company's efforts to foster diversity and inclusion. Skills Summary● Wealth Management ● Relationship Management ● Product Knowledge ● Retirement Plan Expert ● Insurance & Annuity Expert ● Morningstar Advisor Workstation ● Quality ● Account Reconciliation ● GAAP ● Tax ● Process Improvement ● SAP ● General Ledger ●Testing Tools ● SQL ● SDLC ● Oral and Written Communication ● Presentation Skills ● Analytical Thinking ● Collaboration ● Information Seeking ● Employee Engagement ● Diversity & Inclusion Leader

Listed skills include Leadership, Team Building, Public Speaking, Insurance, and 42 others.