Juliana Todd has been working as a Client Service Manager at Annex Wealth Management since 2020. Furthermore, this expert has professional experience at more than seven companies using similar skills. Juliana has a total work experience of 33+ years. Juliana attended school at the Concordia University - Wisconsin from 2015 to 2017. Juliana can be found in Milwaukee, Wisconsin – where the professional currently lives. You can find this person's actual phone number and email with SoftwareOfficial search.
Name variants:
Julianne Todd
Last updated May 30, 2024
Contact Information
Last Update
Jun 30, 2022
Email
jf**@gmail.com, ju**@usbank.com
Location
Milwaukee, WI
Company
Workplace
Client Service Manager
Elm Grove, WI
Industry
Investment Management, Security Broker/Dealer, Accountant, Financial Advisor, Investment Advice
Colleagues
Work History
Client Service Manager
12700 west Bluemound Rd, Elm Grove, WI 53122
from Apr 2020
Us Bancorp Fund Services
800 Nicollet Mall, Minneapolis, MN 55402
Contact Center Manager I
Officer
Manager of a Team of Mutual Funds Specialist in the Transfer Agency, working in an ISO 9001, environment. Responsible for the successful relationship mana...
Apr 2010 — Mar 2020
Case Development Analyst
Analysis of accident information for recovery through subrogation
May 2009 — Aug 2010
Supervisor - Inflight
8909 Purdue Rd, Indianapolis, IN 46268
Managed performance and coach team of 150 flight attendants, adhering to an FAA union contract.
Ensured teamwork in the air, through crew resource management.
Provided coaching for attend...
Feb 2007 — Oct 2008
Manager, Customer Service
Support retail clients in all phases of electronic credit card processing.
Customer service and technical support, underwriting and risk management.
Implement incentives to improve call h...
Aug 2002 — Apr 2006
Supervisor - Customer Service
Managed a team of technicians and customer service specialist, specializing in point of sale support and deployment.
Provided solutions to merchant processing issues. Upgraded services and...
2000 — 2001
Fraud Investigator
200 Vesey St, New York, NY 10007
Identified fraud trends, through analysis of data. Interview suspects. Provide case synopsis and evidence, for further evaluation and action by law encforcement. Support local and federal la...
1981 — 1997
Education
2015 — 2017
1978 — 1979
Occupations
Service Manager
Accountant
Finance and Accounting Specialist
Executive
Manager
Partner
Service Operations Expert
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Customer Service
Process Improvement
Call Center
Analysis
Call Centers
Training
Teamwork
Crm
Risk Management
Customer Satisfaction
Microsoft Excel
Coaching
Data Analysis
Time Management
Banking
Management
Leadership
Relationship Management
Financial Services
FAQs about Juliana Todd
What's the main profession of Juliana Todd?
Juliana Todd is a Client Service Manager.
What are the main profession of This professional?
These person's professions are Service Manager
Where is Juliana Todd currently located?
Juliana Todd is located in Milwaukee, Wisconsin.
Does Juliana Todd have the email address?
jf**@gmail.com and ju**@usbank.com is Juliana Todd's email address.
How many companies did Juliana Todd work at?
Juliana Todd worked at seven jobs.
What education does Juliana Todd have?
Juliana studied at the Concordia University - Wisconsin from 2015 to 2017.
Are there any industries Juliana Todd is connected to?
Juliana works in Financial Services industry.
What are professional skills of Juliana Todd?
This person has the following skills: Customer Service, Process Improvement, Call Center, Analysis, Call Centers, Training, Teamwork, Crm, Risk Management, Customer Satisfaction, and Microsoft Excel.