Helping people reach their financial plans and goals
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Facility Engineering Program ManagerU.S. Coast Guard Jul 2018 - Jun 2022Washington, Dc, UsProvide training and administrative assistance for all units located within the Sector Mobile area of responsibility. Assistant Hazardous Materials manager for all of Sector Mobile. Maintain the Coast Guard's environmental stewardship with federal and state stakeholders. -
Financial RepresentativeNorthwestern Mutual 2017 - Jul 2018Milwaukee, Wi, UsProvide a personalized approach and expert guidance to uncovering financial solutions tailored to each individuals needs. Help clients see their whole financial picture through a comprehensive planning approach that addresses a wide range of financial needs. Innovative solutions to help meet a client's financial goals and objectives at every life stage. -
Online SalesWells Fargo May 2014 - May 2015San Francisco, California, UsService online technical support calls for consumer and business banking customers. Cross trained to monitor calls. Ensuring call quality and understanding of call metrics. Perform account maintenance such as, but not limited to; canceling/ordering new debit cards, overdraft fee reversals, submitting claims for unauthorized account activity, and explaining account information in detail. Provide product suggestions to ensure customer is utilizing accounts and services to the fullest. Navigate through multiple systems to determine the financial needs of a customer. Meet and exceed daily referral quota. -
Investment SpecialistStrategic Staffing Solutions Jan 2013 - Jan 2014Detroit, Mi, UsAverage of 40-50 calls a day. Complex tax calls regarding statements, generation of tax documents, and correction requests. Provided detailed explanations to members on issues including but not limited to; Cost Basis mistakes,Options, WHFITs, Income Reallocations, Rollovers, Conversions, Deconversions, Removal of Excess Contributions, and Corporate Actions. Navigate through Portal, GUI, Phase 3, Documentum, and STARS to efficiently researchissues and accurately answer questions .Open member to further conversation, uncovering additional needs, and refer to the appropriate areas to provide the solutions.Set up/update RMD plans for Mutual Fund IRA's, Roth conversions, RMD reports, wire transfers. Contact members via phone, email, fax, or website when needed to correctly handle themembers various investment requests. As well as contacting outside investment firms by phone or fax to verify accountand transfer information. -
Summer Camp CounselorBarshop Jewish Community Center Jun 2005 - Jan 2010Ensuring child's safety and well being. Informed parents and supervisors of a child's behavior. Overnight camping at multiple state parks throughout Texas. Maintain a calm attitude in stressful situations. Work in a structured setting and able to adapt to changes in scheduling. Participate in community service projects on personal time. File children'sinformation when registered and withdrawn. Assisted Center with selling tickets and facility check-in of members and guest.
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Financial AssociateCiti Feb 2009 - Oct 2009New York, New York, UsInbound call center. Worked various hours Monday through Sunday in Business Banking Department. CitiPhone 1 and 2 trained. Performed international wire transfers for Business and Consumer banking customers.Ask probing questions to open customer up for discussion of banking bank products that suit financial needs. Phone sales. Achieve and exceed daily and quarterly sales goals.
Sabrina Levinson Skills
Sabrina Levinson Education Details
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Florida Gulf Coast UniversityEnvironmental Geology -
Pensacola State CollegeGeneral Studies -
University Of The Incarnate WordPharmacology
Frequently Asked Questions about Sabrina Levinson
What is Sabrina Levinson's role at the current company?
Sabrina Levinson's current role is Financial Representative.
What schools did Sabrina Levinson attend?
Sabrina Levinson attended Florida Gulf Coast University, Pensacola State College, University Of The Incarnate Word.
What are some of Sabrina Levinson's interests?
Sabrina Levinson has interest in Human Rights.
What skills is Sabrina Levinson known for?
Sabrina Levinson has skills like Senior Executives, Partnership Problems, Board Disputes, Employment Discrimination, Redundancy, Reward Schemes, Tupe, Employment Competition, Competition, Rewards, Dispute, Employment.
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