adela lopez

Location

Pembroke Pines, FL
Education
    Broward College
    January 2016 - December 2019
    degree
    Associate's
    major
    Business Administration
    Broward College
Work Experience
    Legacy Wealth Management
    Senior Operations Associate
    Plantation, FL, US
    October 2017 - October 2022
    company
    Legacy Wealth Management
    title
    Senior Operations Associate
    Investacorp
    Advisory Services Specialist
    September 2008 - June 2017
Skills
AccountingAnnuity InvestmentsAsset ManagementAutomated Customer Account Transfer ServiceBack OfficeBusiness AdministrationCarrying out AssessmentsCommunication SkillsConsultingCoordination SkillsCultural ActivitiesCustomer Relationship ManagementCustomer ServiceCustomer SupportFinancial Industry Regulatory AuthoritiesFinancial SoftwareInsurance Management and AftercareKnowledge of FinanceMicrosoft ExcelMicrosoft OfficeMicrosoft WordProfessional AttitudeProfessional ResponsibilityService OrientationSuccess Driven Person