Wendelyn J. Walker, Rp® Email & Phone Number

Palm Springs, California, United States

Palm Springs, California

Palm Springs, California, United States

Palm Springs, CA

SolAqua is a global leader in renewable energy solutions, offering a variety of commercial and residential solar water heating systems designed to meet the demand for hot water today and address the long-term energy goals of tomorrow. We pioneered the solar hot water collectors with our patented technology that provides a simple energy-efficient and.

Desert Hills, Cabazon, CA

• Office Administrator/Assistant General Manager at a level 5 premium brand outlet mall with 180 in-line retail tenants 48 of which are luxury brands along with 25 carts/kiosks. Simon Property Group is a publicly traded.
• On-site local leasing manager responsible for obtaining and processing all monthly short-term leases, rents, tenant sales and overage rents, liability insurance; and… Show more Office Administrator/Assistant General.
• On-site local leasing manager responsible for obtaining and processing all monthly short-term leases, rents, tenant sales and overage rents, liability insurance; and insures payments are received on time.
• Point person for local leasing prospects, developing ideas, relationships and sales.
• In-charge of the center Luxury Tenant initiative, responsible for monthly visits, quarterly events. Acts as a goodwill ambassador to Managers and District Managers.
• Resolve customer and tenant complaints demonstrating effective conflict resolution.

Encinitas, CA

- Manage executive recruiters (internal and external) as well as research team, coaching, training and team building.- Full recruiting life cycle management

Encinitas, California

JobLeaders, Inc. is an Executive Recruiting and Consulting firm. Professionalism, integrity and long-term client relationships serve as hallmarks of our success and are the means by which we consistently exceed our clients’ expectations. JobLeaders® Recruiting represents a select group of companies, many of whom have been with us for numerous years. We.

Assisted Director of Sales & Strategy with the Key Private Bank Model Renovation Project that transitioned the Private Bank from transaction-based delivery platform into holistic, advice-based platform. Worked closely with leadership to develop and execute customized marketing and sales processes for each client segment.Project Manager for the WinBack.

Assisted the Wealth Management Department and the Senior Vice President New Business Officer with marketing collateral, presentation development and sales revenue tracking. Editor-in-Chief of the Wealth Management Quarterly Newsletter sent to 3,000 wealth management clients and centers of influence.Worked with marketing account manager on article topics.

Beachwood, Ohio

Paraplanner responsible for assisting Financial Planners with client relationships including: financial planning data gathering, retirement income projections, estate planning, tax projections and tax return processing, insurance needs, investment management reporting and account documentation. Responsible for forty high-net-worth clients attending all.

Handled all aspects of back-office management of client accounts and operations.Integrated and incorporated Junxure Relationship Manager Database Software ensuring client information was accessible to all employees and action management tasks were efficiently recorded and tracked.Lead technical authority for Schwab Performance Technologies, implementing.

B2B Sales

Bachelor Of Arts - Ba

Rp, Financial Planning