Zac Tornquist, Aams, Cetf Email & Phone Number

Meridian, ID, US

Inspire is a leading provider of biblically responsible investments managing billions of dollars in assets under management, and creator of the globally recognized Inspire Impact Score™, which investors around the world use to measure the biblical alignment of their investments according to Biblically Responsible Investing (BRI) principles. Inspire has.

Westlake, Texas, US

Menlo Park, California, US

This role consisted of answering inbound customer inquiries through phone, email and chat channels. As a member of the after hours equities team, my primary responsiblity was to answer questions regarding equities trading, margin investing, and options contracts. Success in this position was measured by a variety of factors including call handle time, NPS.

Harbor Investment Advisors is a team of world class financial professionals that deliver exceptional customer experience through financial advising. Senior partner Ed Klein has over 37 years experience with portfolio construction and asset management. We specialize in advising business owners in the construction and management of retirement plan assets..

Cleveland, Ohio, US

The licensed relationship manager role is comprised of all personal banker tasks with the addition of the FINRA series 6/63 securities licenses. This role has a focus on investment sales and developing trusted relationships with investment grade clients. Demonstrating above and beyond the average customer service role and providing a suite of financial.

New York, NY, US

The personal banker role embodied service and sales and had a variety of daily functions. Managing an accurate cash box as a back-up teller, opening new accounts for walk-in customers, and completing service tasks for existing clients. A major focus of this position was to educate clients on self service banking channels such as mobile and online banking.