Sue Shepherd

Sue Shepherd Email and Phone Number

Client Success Manager at Magis Advisory Group @ Magis Advisory Group
cleveland, ohio, united states
Sue Shepherd's Location
Brecksville, Ohio, United States, United States
Sue Shepherd's Contact Details
About Sue Shepherd

Certified Employee Benefits Specialist. CEBSMagis Advisory Group36711 American Way, Suite 2F, Avon, OH 44011440-934-4102sue@magisadvisorygroup.comSecurities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor DisclosuresWebsite Disclosure: "This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. "

Sue Shepherd's Current Company Details
Magis Advisory Group

Magis Advisory Group

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Client Success Manager at Magis Advisory Group
cleveland, ohio, united states
Employees:
15
Sue Shepherd Work Experience Details
  • Magis Advisory Group
    Client Success Manager
    Magis Advisory Group Mar 2020 - Present
    Responsible for managing our Dynamics 365 (CRM) application and for identifying and creating opportunities to enhance our client service model through its use.
  • Chapman And Chapman
    Project Manager
    Chapman And Chapman Sep 2012 - Mar 2020
    Twinsburg, Ohio
    Responsible for managing our Dynamics 365 (CRM) application and for identifying and creating opportunities to enhance our client service model through its use.
  • N/A
    Consultant
    N/A Jan 2012 - Sep 2012
  • Premier Designs, Inc.
    Independent Jeweler/Distributor
    Premier Designs, Inc. Feb 2011 - Dec 2011
    Premier Designs offers a collections o over 600 pieces of beutiful, affordable high fashion jewlry that is all guaranteed - designer looks but not the designer prices.
  • Union Insurance Group
    Account Manager
    Union Insurance Group Jun 2005 - May 2010
  • Edward Howard
    Hr Manager
    Edward Howard 1998 - 2005
  • Talus Brokerage
    Account Services
    Talus Brokerage Nov 1997 - Aug 1998
  • Capitol American Life Insurance Company
    Hr/Benefits Administrator
    Capitol American Life Insurance Company Aug 1992 - Mar 1997
    Claims ExaminerBiLingual Customer Service RepresentativeBenefits Administrator

Sue Shepherd Skills

Employee Benefits Insurance Benefits Administration Human Resources Health Insurance Customer Service Coaching Training Healthcare Account Management Disability Insurance Employee Relations Benefits

Sue Shepherd Education Details

Frequently Asked Questions about Sue Shepherd

What company does Sue Shepherd work for?

Sue Shepherd works for Magis Advisory Group

What is Sue Shepherd's role at the current company?

Sue Shepherd's current role is Client Success Manager at Magis Advisory Group.

What is Sue Shepherd's email address?

Sue Shepherd's email address is ss****@****man.com

What schools did Sue Shepherd attend?

Sue Shepherd attended John Carroll University.

What skills is Sue Shepherd known for?

Sue Shepherd has skills like Employee Benefits, Insurance, Benefits Administration, Human Resources, Health Insurance, Customer Service, Coaching, Training, Healthcare, Account Management, Disability Insurance, Employee Relations.

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