Susan Jensen has been working as a Operations Manager at Ingram Financial Group since 2011. Additionally, the professional has on-the-job experience at more than nine companies in the related field. Susan has a total work experience of 25+ years. Susan Jensen studied at the King's College Briarcliff. Nowadays this person lives in Orlando, Florida region. You can find Susan Jensen's actual email address and phone number through our search.
Name variants:
Susanna Jensen,
Susannah Jensen,
Susanne Jensen,
Suzanne Jensen,
Sue Jensen,
Susie Jensen,
Susi Jensen,
Susy Jensen,
Suzie Jensen,
Suzy Jensen,
Sukie Jensen,
Sarah Jensen,
Ann Jensen,
Anna Jensen,
Anne Jensen,
Annie Jensen,
Sukey Jensen
Contact Information
Workplace
Colleagues
Work History
Executive assistant to a senior vice president
assisting in servicing existing clients and building relationships.
Preparing all reports and research in preparation of client meetings.
Assisting with developing strategies and implementin...
May 2007 — May 2011
Office Manager/Registered Sales Associate
Assisted the advisor with financial planning as well as managing the employees in the office.
Linsco/Private Ledger Office of Supervisory Jurisdiction, handling compliance matters for the o...
Nov 2006 — May 2007
Assistant Branch Manager/Registered Principal
Raymond James Office of Supervisory Jurisdiction, handling compliance matters for the office consisting of a producing manager and three satellite branches.
Conducting semi annual audits for...
May 2003 — Nov 2006
Relationship Management/Trading/Compliance/Office Manager
Worked with two different broker/dealers with varying tasks.
Traded fixed income, equity and mutual funds in addition to maintaining accounting system for commission payouts.
Assisting clien...
May 2002 — Apr 2003
Administrative Assistant/Executive Assistant
Administrative duties including data input and assisting engineers with travel plans, correspondence and preparing reports.
Jan 2001 — Jan 2002
Supervisory Principal
Supervised trading for Financial Specialists.
Reviewed and approved documents for new accounts, annuities, mutual funds and many other investment products.
Suggested new ideas to streamline ...
Jan 1999 — Jan 1999
Active Trader
Traded equities and options for clients, gathered research from various news wires and the Internet to assist clients with investment decisions.
Problem solving and ability to make judgment ...
Jan 1997 — Jan 1998
Registered Sales Associate
Assisted three vice presidents with financial planning, administrative duties and detailed projects. Series 7 and 63 licensed.
Assisted clients with investments, operational troubleshooting,...
Jan 1983 — Jan 1997
Education
Occupations
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Senior Vice President
Office Assistant
Advisor
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Office Clerk
Clerical Specialist