Patricia Mccann Email & Phone Number | Specialties: Registered Assistant, Senior Relationship Manager, Client Services, New Accounts Supervisor Premier Tournament Organizer Event Planner Proven Leader with Series 7, 63 licenses and over 15 years of experience in the brokerage industry specializing in Customer Service and Operations. Excellent, interpersonal, leadership, project management, process engineering and capacity resource skills. Driven to constantly improve face to face, phone and/or back office customer service interactions and improve organizational efficiencies. Acute ability for problem solving and resolving escalations to ensure customer satisfaction and retention. – “Securities offered through Geneos Wealth Management, Inc., Member FINRA SIPC, Advisory Services offered through Integrated Wealth Management, LLC.”

Patricia Mccann

Specialties: Registered Assistant, Senior Relationship Manager, Client Services, New Accounts Superv...
Greater Phoenix Area, Greater Phoenix Area, United States

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Patricia Mccann’s Email patricia@iwmgmt.com

Patricia Mccann’s Phone Numbers

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Patricia Mccann’s Location Greater Phoenix Area, Greater Phoenix Area, United States

Patricia Mccann’s Current Industry

Patricia Mccann’s Prior Industry Integrated Wealth Management | Genworth Financial Wealth Management

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Work Experience

Integrated Wealth Management

Registered Assistant- New Accounts Supervisor

2012-10-01 00:00:00 - 2015-08-01 00:00:00

Genworth Financial Wealth Management

Senior Relationship Manager

2008-02-01 00:00:00 - 2012-03-01 00:00:00

Skills

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Languages

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FAQ About Patricia Mccann

Patricia Mccann is located at
Greater Phoenix Area, Greater Phoenix Area, United States

Patricia Mccann is a Specialties: Registered Assistant, Senior Relationship Manager, Client Services, New Accounts Supervisor Premier Tournament Organizer Event Planner Proven Leader with Series 7, 63 licenses and over 15 years of experience in the brokerage industry specializing in Customer Service and Operations. Excellent, interpersonal, leadership, project management, process engineering and capacity resource skills. Driven to constantly improve face to face, phone and/or back office customer service interactions and improve organizational efficiencies. Acute ability for problem solving and resolving escalations to ensure customer satisfaction and retention. – “Securities offered through Geneos Wealth Management, Inc., Member FINRA SIPC, Advisory Services offered through Integrated Wealth Management, LLC.”