Tammy Perrin personal email
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30 years of customer service experience both professional and retail.I have experience managing and running a small boutique store. Series 7 Licensed (in active)I have experience trading on both Fidelity and Pershing Platforms.Knowledgable in Microsoft Office Programs.Worked in the back office of a broker dealer in various postions for 9 years. I have been in Financial Wealth Management for the last 13 years.Previous experience working for SMI Steel calculating raw goods to finished products.worked as an Executive Assistant fir 4 years for a stste representative while also manging the office of his small business. Specialties: customer relations, customer service, documentation, financial, meeting facilitation, microsoft excel, microsoft office, microsoft powerpoint, microsoft word, online research, programming, securities, tax planning, payroll, HR
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In TransitionNone Aug 2009 - PresentI am currently in transition.
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Front Office AssistantThe Foundry Dental Clinic Mar 2019 - PresentBessemer, Alabama
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Store ManagerQueork The Cork Store May 2015 - PresentGrayton Beach FloridaEverything we make is from 100% sustainable cork. Www.Queork.com
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Client Manager/Compliance AnalystDawson Companies/Dawson Wealth Management Oct 2007 - Aug 2009Placed trades for high net worth clients on Pershing and Fidelity PlatformsProvided detailed customer service and reports for high net worth clientsAccurately maintained client account filesDocumented and maintained compliance related material (checks and certificates)Provided and updated cost basis for high net worth client for tax preparationExecuted and monitored transactions for high net worth clients
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Compliance AnalystFirst Protective/Proequities, Inc. Nov 2006 - Oct 2007Assisted with reviewing documentation and trades for high net worth clientsProvided customer service and compliance guidelines to registered representativesAssisted with preparation of compliance meetings and continuing education coursesDocumented and maintained compliance related material (checks and certificates
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Registered Sales AssistantSterne Agee & Leach, Inc Jan 2006 - Nov 2006Provided detailed customer service and reports for high net worth clientsExecuted and monitored transactions for high net worth clientsAccurately maintained client account filesProvided and updated cost basis for high net worth client for tax preparation
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Customer Service Representative, Cashier, Restricted Securities Specialist, Transfer SpecialistProequities Jul 1997 - Jan 2006Provided customer service to registered representatives and high net worth clients.Processed client check deposits and cerificated securities.Processed and accurately monitored client account transfer from financial firms.maintained and updated high net worth client cost basis needed for tax preparation.Created, maintained and updated office procedure manuals for various departments.Instructed registered representatives on how to process business through training forums.Provided training for new customer service representatives.Assisted with the process of interviwing new employees.
Tammy Perrin Skills
Tammy Perrin Education Details
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Oneonta High SchoolBusiness Office Education -
Locust Fork High School
Frequently Asked Questions about Tammy Perrin
What company does Tammy Perrin work for?
Tammy Perrin works for None
What is Tammy Perrin's role at the current company?
Tammy Perrin's current role is Front Office Assistant at The Foundry Dental Clinic.
What is Tammy Perrin's email address?
Tammy Perrin's email address is tp****@****ail.com
What schools did Tammy Perrin attend?
Tammy Perrin attended Oneonta High School, Locust Fork High School.
What skills is Tammy Perrin known for?
Tammy Perrin has skills like Series 7, Customer Service, Securities, Wealth Management, Finance, Trading, Financial Planners, Microsoft Office, Training, Software Documentation, High Net Worth Individuals, Sales.
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Tammy Perrin
Washington, Dc4capitalone.com, umd.edu, attunity.com, google.com3 +972989XXXXX
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Tammy Perrin
United States
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