Carolyn Moore

Identify clients by using clients tiering and utilizing touchpoint management and workflows to proactively schedule appointments, calls, and all aspects of servicing clients.

Deliver consistent customer service by supporting my financial advisor, and enabling efficient review of client's goals and portfolios, as well as performing proactive check-in calls, and preparing portfolios for clients appointments.

Organize and protect financial advisors time by proactively setting and maintaining calendar, screening phone calls and walk-ins, and utilizing the task system to keep workflow organized utilizing touch point management to aid the team.

Facilitate processes to attain corporate approval to sponsor community events, sponsored by MiChelle Parsons.

Jewelry sales and facilitate special fundraising events for charities, for example: Connecting Kids To Meals, Toledo, Ohio, Holley Day etc.

Identify clients by using clients tiering and utilizing touchpoint management and workflows to proactively schedule appointments, calls, and all aspects of servicing clients.

Deliver consistent customer service by supporting my financial advisor, and enabling efficient review of client's goals and portfolios, as well as performing proactive check-in calls, and preparing portfolios for clients appointments.

Organize and protect financial advisors time by proactively setting and maintaining calendar, screening phone calls and walk-ins, and utilizing the task system to keep workflow organized utilizing touch point management to aid the team.

Facilitate processes to attain corporate approval to sponsor community events, sponsored by MiChelle Parsons.