Karen Wombacher
Vero Beach,Florida
Summary
Proven expertise in client management and retention, with a strong focus on delivering exceptional client experiences while driving business growth through effective bookkeeping and operations management.
Overview
20
20
years of professional experience
Work History
Owner/Operator
Animals Are Family
Vero Beach, Florida
01.2024 - Current
- Established company from the ground up, focusing on top-tier client experiences.
- Coordinated bookkeeping and marketing tasks to support business operations.
- Maintained licensed and insured care for all animals to ensure compliance and safety.
Client Associate
Stifel Nicolaus & Company
Vero Beach, Florida
07.2019 - 08.2019
- Assisted clients with account inquiries and transaction processing.
- Coordinated client meetings and prepared necessary documentation.
- Maintained accurate client records in internal systems.
Senior Registered Client Associate
Wells Fargo Advisors
Vero Beach, Florida
07.2006 - 05.2019
- Assisted in preparing investment proposals and financial plans for impactful client presentations.
- Coordinated client-financial advisor communication to ensure timely and effective service delivery.
- Built strong client relationships to improve satisfaction and retention rates.
Education
Series 7 & 63 - FDIC
Exam History
Orlando, FL08-2011
Some College (No Degree) - Criminology
CCSN
Las Vegas, NVSkills
- Customer relationship management
- Client management and retention
- Operations management
- Bookkeeping practices
Timeline
Owner/Operator
Animals Are Family
01.2024 - Current
Client Associate
Stifel Nicolaus & Company
07.2019 - 08.2019
Senior Registered Client Associate
Wells Fargo Advisors
07.2006 - 05.2019
Series 7 & 63 - FDIC
Exam History
Some College (No Degree) - Criminology
CCSN