15+ Yrs Financial Services ExperiencePERSONAL PHILOSOPHY = “Proactive NOT Reactive is vital”"Service to others above ALL else is key""Without integrity, there is nothing" I BELIEVE that being in the workforce is about more than “having a job”. I will never be heard saying “that’s not my job” or watching the clock for quitting time. For me, it’s always been “until” – I will stay “until”, I will work at this problem “until”, etc. And helping others to get what they want is how I will ultimately succeed.MY PASSION in this industry has always been the client. Without them, there would be no need for us, so we need to do all we can to effectively and compassionately serve their needs.I ADD VALUE by knowing how to deal with adversity, by having a track record of increasing responsibilities and rising to the challenge every time and by bringing 25+ years of industry knowledge, experience and professionalism to any role that I may fill. Please contact me at vanessa.bey@lpl.com or 614-392-5303Skills: Wealth Management, Operational Management, Client Relations, Financial Services Operations, Training & Development, Public Speaking, Client Performance Reporting, Financial Advisor Support, Relationship Building, Investment Advisory Services, Series 7 & 63 held through LPL Financial, Retirement Planning
Listed skills include Retirement Planning, Customer Service, Financial Planning, Process Improvement, and 27 others.
