Carly Flanigan

Chief Compliance Officer and Client Experience Manager

We found the following information about Carly Flanigan at Sage Rutty & Co., Inc, where this person has worked as a Registered Client Experience Coordinator since 2015. Carly's total work experience is over six years, during which time this person had at least seven jobs at different companies to develop professional skills. Carly studied at the St. John Fisher College from 2010 to 2014. This person received the following certifications: Series 7 General Securities Representative and Financial Industry Regulatory Authority (Finra). Carly Flanigan is experienced in English. Currently, Carly Flanigan is located in Champlin, Minnesota. You can contact with Carly by looking for phone or email address or get further info by requesting access to the professional's additional details from SoftwareOfficial.
Name variants:
Carlee Flanigan, Carleigh Flanigan, Carley Flanigan, Carlie Flanigan, Karlee Flanigan, Karlie Flanigan
Last updated Jul 05, 2024

Contact Information

Last Update
Jul 6, 2022
Email
ce**@sjfc.edu, cs**@sagerutty.com
Location
Champlin, MN

Workplace

Sage Rutty & Co., Inc
Registered Client Experience Coordinator

Rochester, NY

Industry

Financial Services, Investment Brokers

Work History

Registered Client Experience Coordinator

Rochester, NY
Enter trades for clients. Plan all client events. Produce and distribute meeting agendas and notes to all clients. Design marketing materials through the use of the Adobe Creative Suite,...
Sep 2015 — Mar 2017

Chief Compliance Officer and Client Experience Manager

from Mar 2017

Marketing Coordinator

P/O Box 7, Fairport, NY
Nov 2014 — Sep 2015

Client Support Representative

P/O Box 7, Fairport, NY
Communicated with ConServe Clients on a daily basis via email and phone. Was in charge of gathering information from Clients in order to settle Consumer disputes. At the end of each month...
Aug 2014 — Nov 2014

Social Media Coordinator

144 Exchange Blvd SUITE 102, Rochester, NY 14614
Sep 2012 — May 2014

Reporter

New York, NY
Wrote articles for a National Football League Players Association website, www.proplayerinsiders.com. Attended Buffalo Bills Rookie Camp, Organized Team Activities and Training Camp as a c...
Nov 2011 — Sep 2012

Administrative Assistant and Secretary

208 northwest 3Rd St, Evansville, IN 47708
Communicated with customers over the phone to schedule service appointments and addressed inquiries they may have had concerning their security systems. Carried out service follow-up calls...
May 2011 — Aug 2011

Education

Occupations

Executive
Director of Quality Control
Manager
Coordinator
Vice President
Financial Broker
Financial Consultant
Senior Vice President
Accountant
Finance and Accounting Specialist
Compliance Manager
Operations Manager
Managers
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper

Skills

Microsoft Office
Microsoft Excel
Powerpoint
Microsoft Word
Customer Service
Research
Social Media
Windows
Blogging
Event Planning
Facebook
Press Releases
Sales
Social Media Marketing
Social Networking
Training
Public Speaking
Sports Writing
Marketing Strategy
Sales Funnel Optimization
Cross Functional Team Building
Rfp Generation
Performance Management
Teamwork
Cross Functional Team Leadership
Team Building
Leadership
Key Performance Indicators
Marketing
Creative Strategy
Customer Satisfaction

FAQs about Carly Flanigan

What is the main profession of Carly Flanigan?

Carly Flanigan is a Chief Compliance Officer and Client Experience Manager.

What jobs is Carly proficient at at?

Carly Flanigan is a professional Executive and Director of Quality Control jobs.

Where does Carly Flanigan currently live?

Carly Flanigan lives in Champlin, Minnesota.

Does Carly Flanigan have the email address?

ce**@sjfc.edu and cs**@sagerutty.com is The expert's email address.

How many companies did Carly Flanigan work at?

Carly Flanigan worked at seven jobs.

Where has Carly Flanigan studied?

Carly studied at the St. John Fisher College from 2010 to 2014.

What are the certifications of Carly Flanigan?

The expert received the following certifications: Series 7 General Securities Representative and Financial Industry Regulatory Authority (Finra).

What languages does Carly Flanigan speak?

Carly Flanigan speaks English.
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