Beverly Hanson

Receptionist and Client Service Coordinator

With work experience over four years, this professional is nowadays working at Sanctuary Wealth Services that is situated in 1096 as a Operations Director. This professional can be found in San Francisco, California. To contact directly Beverly, you can look for their phone or email address or find further info by requesting access to this professional's further details on this website.
Name variants:
Beverley Hanson, Bev Hanson
Last updated Jul 04, 2024

Contact Information

Last Update
Jul 14, 2022
Email
bh**@sanctuaryws.com
Location
San Francisco, CA

Workplace

Sanctuary Wealth Services
Operations Director

San Francisco, CA

Industry

Investment Management

Work History

Operations Director

600 Montgomery St SUITE 1100, San Francisco, CA 94129
I provide Operations Support of on boarding breakaway advisors, from basic office set up to new account paperwork. providing education on Performance Reporting Software, CRM, Trading Softwar...
May 2012 — Aug 2016

Receptionist and Client Service Coordinator

825 Gravenstein Hwy, Sebastopol, CA 95472
I am assisting with a variety of client services, typically the first in line for answering the phone, making appointments, greeting visitors, coordinating client events and handling any num...
from Jul 2016

Occupations

Sales Specialist
Client Manager
Receptionist
Front Desk Clerk
Executive
Director of Operations
Advisor
Partner
Accountant
Finance and Accounting Specialist
Client Service Officer
Customer Service
Front Office Receptionist
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Leadership
Start Ups
Microsoft Office
Management
Microsoft Word
Portfolio Management
Research
Microsoft Excel
Investments
Risk Management
Asset Management
Crm
Financial Services
Equities
Hedge Funds

FAQs about Beverly Hanson

What's the main profession of Beverly Hanson?

Beverly is a Receptionist and Client Service Coordinator.

What jobs is Beverly proficient at at?

Beverly Hanson is proficient at Sales Specialist and Client Manager jobs.

Where does Beverly Hanson live?

Beverly Hanson lives in San Francisco, California.

Does the professional have the email address?

bh**@sanctuaryws.com is The professional's email address.

How many companies did Beverly Hanson work at?

Beverly Hanson worked at two jobs.

What is the industry that Beverly Hanson worked in?

This professional works in Financial Services industry.

Are there any professional skills, that Beverly Hanson has?

This person has skills in the following areas: Leadership, Start Ups, Microsoft Office, Management, Microsoft Word, Portfolio Management, Research, Microsoft Excel, Investments, and Risk Management.
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