Wendy M.

Wendy M. Email and Phone Number

Wealth Management Operations Associate and Client Service Advisor at Twin Financial @ Twin Financial
Wendy M.'s Location
Kansas City Metropolitan Area, United States, United States
Wendy M.'s Contact Details

Wendy M. work email

Wendy M. personal email

Wendy M. phone numbers

About Wendy M.

Licenses and Disclosures: WWW.TwinFinancial.com/licensing

Wendy M.'s Current Company Details
Twin Financial

Twin Financial

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Wealth Management Operations Associate and Client Service Advisor at Twin Financial
Wendy M. Work Experience Details
  • Twin Financial
    Wealth Management Operations Associate
    Twin Financial Feb 2021 - Present
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Feb 2019 - Feb 2021
    Westlake, Texas, Us
    View
  • Charles Schwab
    Financial Consultant Academy, Investor Development
    Charles Schwab Jun 2017 - Feb 2019
    Westlake, Texas, Us
    Series 7 & 66 Licensed
    View
  • High Profile, Inc./American College Of Emergency Physicians
    Human Resources Administrator
    High Profile, Inc./American College Of Emergency Physicians Dec 2016 - Mar 2017
    Meeting our client's needs by providing targeted HR Admin support in scheduling candidate interviews, completing new employee onboarding, benefits enrollment and maintaining SAGE HR database.
  • Conflict Connections, Inc.
    Conflict Management Consultant
    Conflict Connections, Inc. Oct 2015 - Dec 2016
    • Collaborated with Patricia Porter, President, to research, create and deliver a one-hour interactive educational seminar titled Workplace Wildfire™: Managing Abrasive Leader Behavior. • Presented Workplace Wildfire™ seminar to 26 conflict resolution professionals and senior management coaches twice within 4 weeks of project completion.• Raised awareness and promoted healthy work environments to over 600 readers per month by publishing 3 blog posts discussing definitions and strategies to handle negative behaviors in the workplace.
    View
  • Red Tiger Karate
    Black Belt Head Instructor/Program Coordinator
    Red Tiger Karate Jan 2003 - Jun 2014
    • Program Coordinator for 8 years. Managed rapid growth by developing a Filemaker Pro database system tracking the progress of 600 students in 9 locations. • Advised Program Director on continuous improvement strategies and talent management data, reducing employee turnover by 20%• Coached and mentored 200 junior and adult students with 10% achieving the rank of black belt.• Regularly communicated with head instructors, students and parents to assess the organization’s impact in formal and informal ways. Implemented process improvements to increase employee/customer satisfaction rate by 60%

Wendy M. Skills

Leadership Writing Conflict Management Collaborative Problem Solving Team Building Presentation Skills Powerpoint Social Media Customer Relations Public Speaking Human Resources Facebook Marketing Martial Arts Instruction Teaching Blogging Conflict Management Coaching Education Mentoring Team Leadership Qualified Mediator Talent Acquisition Organizational Effectiveness Talent Developer Talent Management Microsoft Office Relationship Building Microsoft Word Microsoft Excel Marketing Leadership Development Training High Achiever Client Confidentiality Community Outreach Customer Service Collaborative Leadership Social Media Marketing Email Marketing Management Social Services Project Management Coaching Conflict Resolution Organizational Leadership Handle Confidential Information Trusting Relationships Twitter Training Facilitation Recruiting Executive Coaching

Wendy M. Education Details

  • Southern Methodist University
    Southern Methodist University
    Dispute Resolution (Education & Human Development)
  • Brigham Young University
    Brigham Young University
    Art History

Frequently Asked Questions about Wendy M.

What company does Wendy M. work for?

Wendy M. works for Twin Financial

What is Wendy M.'s role at the current company?

Wendy M.'s current role is Wealth Management Operations Associate and Client Service Advisor at Twin Financial.

What is Wendy M.'s email address?

Wendy M.'s email address is wm****@****ial.com

What is Wendy M.'s direct phone number?

Wendy M.'s direct phone number is (800) 435*****

What schools did Wendy M. attend?

Wendy M. attended Southern Methodist University, Brigham Young University.

What are some of Wendy M.'s interests?

Wendy M. has interest in Art Museums, Martial Arts, Mystery Novels, Family Road Trips.

What skills is Wendy M. known for?

Wendy M. has skills like Leadership, Writing, Conflict Management, Collaborative Problem Solving, Team Building, Presentation Skills, Powerpoint, Social Media, Customer Relations, Public Speaking, Human Resources, Facebook Marketing.

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