Victoria Harrell

Victoria Harrell Email and Phone Number

Private Wealth Associate @ Hightower Bethesda
Bowie, MD, US
Victoria Harrell's Location
Bowie, Maryland, United States, United States
Victoria Harrell's Contact Details
About Victoria Harrell

I earned my undergraduate degree in Business Administration at the University of North Carolina at Charlotte and her MBA at the University of Maryland University College. I have over twenty years experience in the financial services industry. Prior to joining Yeske Buie, I worked for Fidelity Investments, RBC Wealth Management, Morgan Stanley and Bank of America.Client Focus: As Client Service Administrator at Yeske Buie, I maintain the Client Private Pages®, place trades, bill account for management fees, and help with paperwork and client requests.

Victoria Harrell's Current Company Details
Hightower Bethesda

Hightower Bethesda

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Private Wealth Associate
Bowie, MD, US
Website:
hightoweradvisors.com/VWG
Employees:
22
Victoria Harrell Work Experience Details
  • Hightower Bethesda
    Private Wealth Associate
    Hightower Bethesda
    Bowie, Md, Us
    View
  • Hightower Bethesda
    Client Service Associate
    Hightower Bethesda Feb 2022 - Present
    Bethesda, Maryland, Us
    View
  • Savant Wealth Management
    Client Services Representative Ii
    Savant Wealth Management Apr 2018 - Feb 2022
    Rockford, Il, Us
    View
  • Yeske Buie
    Client Services Administrator
    Yeske Buie Jan 2015 - Apr 2018
    San Francisco, Ca, Us
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jul 2013 - Jan 2015
    Boston, Ma, Us
    View
  • Rbc Wealth Management
    Sr Branch Service Manager
    Rbc Wealth Management May 2011 - Apr 2013
    • Ensured branch employees were informed of all complex and branch policies, processes and procedures which led to a reduction branch audit findings by 75 percent• Provided in-depth feedback to branch employees’ which contributed to their professional development and improvements in their productivity• Developed and implemented workflow system that streamlined processes and increased productivity by 20 percent• Maintained and managed all operational related files to in accordance with SEC and FINRA rules and regulations• Anticipated the logistical and technological needs of the office and utilized internal and external resources to meet the various needs
  • Morgan Stanley
    Registered Csa
    Morgan Stanley Sep 2004 - May 2011
    New York, Ny, Us
    • Provided oversight of service to three Financial Advisors which allowed them to increase their gross revenue by 50 percent• Served as role model for Client Service Associates in a Complex of 30 Client Service Associates by providing feedback which led to improved performance, greater customer satisfaction and improved morale• Served as liaison between Financial Advisors, Client Service Associates and management in order to improve workflow which lead to improved morale, increased productivity, and increased customer satisfaction• Monitored client account activity with the use of a wide variety tracking tools which reduced errors by 25 percent
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Victoria Harrell Skills

Appointment Scheduling Administrative Assistance Sec Vendors Sales Brokerage On Site Mentoring Finance Client Accounts Business Administration Cross Functional Team Leadership Grill Management Science Calls Funding Marketing Support Crm Rules Resolve Charlotte Loan Servicing Auditing Series 63 Coordinated Monitors Accounting Workflow Exams Customer Satisfaction System Legal Writing Business Services Account Planning Managed Funds Futures Microsoft Office Finra Risk Management Training Policy Point Of Contact Staff Training Customer Service Wealth Call Centers .net General Securities Sales Supervisor Accountability Client Services Business Development Home Operations Marketing Cashiering Distribution Center Operations Presentations Internal Audit Regulations Administrative Work History Microsoft Exchange Investments Financial Services Compliance Wealth Management Frame Notary Public Rate Restaurants Decision Making Staff Development Cpoe Problem Solving Trading Workflow Management Business Experience Series 65 Series 7 Securities

Victoria Harrell Education Details

  • University Of Maryland Global Campus
    University Of Maryland Global Campus
    Master Of Business Administration (Mba)
  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    Marketing

Frequently Asked Questions about Victoria Harrell

What company does Victoria Harrell work for?

Victoria Harrell works for Hightower Bethesda

What is Victoria Harrell's role at the current company?

Victoria Harrell's current role is Private Wealth Associate.

What is Victoria Harrell's email address?

Victoria Harrell's email address is vl****@****ail.com

What schools did Victoria Harrell attend?

Victoria Harrell attended University Of Maryland Global Campus, University Of North Carolina At Charlotte.

What skills is Victoria Harrell known for?

Victoria Harrell has skills like Appointment Scheduling, Administrative Assistance, Sec, Vendors, Sales, Brokerage, On Site, Mentoring, Finance, Client Accounts, Business Administration, Cross Functional Team Leadership.

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