Sabrina Levinson

Sabrina Levinson Email and Phone Number

Financial Representative
Sabrina Levinson's Location
Austin, Texas, United States, United States
About Sabrina Levinson

Helping people reach their financial plans and goals

Sabrina Levinson's Current Company Details

Financial Representative
Sabrina Levinson Work Experience Details
  • U.S. Coast Guard
    Facility Engineering Program Manager
    U.S. Coast Guard Jul 2018 - Jun 2022
    Washington, Dc, Us
    Provide 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.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual 2017 - Jul 2018
    Milwaukee, Wi, Us
    Provide 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.
  • Wells Fargo
    Online Sales
    Wells Fargo May 2014 - May 2015
    San Francisco, California, Us
    Service 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.
  • Strategic Staffing Solutions
    Investment Specialist
    Strategic Staffing Solutions Jan 2013 - Jan 2014
    Detroit, Mi, Us
    Average 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.
  • Barshop Jewish Community Center
    Summer Camp Counselor
    Barshop Jewish Community Center Jun 2005 - Jan 2010
    Ensuring 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.
  • Citi
    Financial Associate
    Citi Feb 2009 - Oct 2009
    New York, New York, Us
    Inbound 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

Senior Executives Partnership Problems Board Disputes Employment Discrimination Redundancy Reward Schemes Tupe Employment Competition Competition Rewards Dispute Employment Arbitration Employment Tribunal Employment Law Employment Contracts Litigation Executive Management Corporate Law Restrictive Covenants Professional Negligence Breach Of Contract Legal Advice Compromise Agreements Dispute Resolution Commercial Litigation Discrimination Law Alternative Dispute Resolution Courts Legal Writing

Sabrina Levinson Education Details

  • Florida Gulf Coast University
    Florida Gulf Coast University
    Environmental Geology
  • Pensacola State College
    Pensacola State College
    General Studies
  • University Of The Incarnate Word
    University Of The Incarnate Word
    Pharmacology

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.