Duane Thames is a eficient expert, that works in Aspire Financial main office of which is in 728. on the position of Supervisor/Manager since 2013. This person has earned professional experience in more than eight positions at various companies. Duane Thames went to the FMU and received education from 2001 to 2003. Saint Petersburg, Florida is the area, where this expert was lastly known to live. Duane's phone number and email are accessed through SoftwareOfficial on demand.
Name variants:
Dwayne Thames,
Dewey Thames
Last updated May 09, 2024
Contact Information
Last Update
Jul 10, 2022
Email
du**@raymondjames.com
Location
Saint Petersburg, FL
Company
Workplace
Supervisor/Manager
Tampa, FL
Industry
Financial Services, Insurance Agent/Broker
Colleagues
Work History
Manager
St. Petersburg, FL
I am concerned with overseeing, evaluating, re-designing and controlling the process of production and business operations for Raymond James New Account department. I hold the honor and res...
from Jul 2011
Manager
Tampa/St. Petersburg, Florida Area
Responsible for planning and administration of daily call center service and sale duties. Monitor and seek resolutions to customer inquiries/disputes via telephone, written correspondence (e...
Apr 2002 — Jul 2011
Customer Experience Supervisor
Tampa/St. Petersburg, Florida Area
Supervised day-to-day operations of trading department within BrownCo, the discount brokerage firm of JPMI (J.P. Morgan Invest, LLC) and trained & developed a team of 9-12 registered cus...
Aug 2001 — Jun 2006
Account Executive
New York, New York
Generate production sales of securities and investment products (i.e. stock equities, fixed income instruments, mutual funds, etc.) for discount brokerage firm.
Specialized in customer deve...
Apr 1998 — May 2001
Education
2001 — 2003
1992 — 1994
Occupations
Supervisor
Executive
Manager
Accountant
Finance and Accounting Specialist
IT Professional
Software Tester
Managers
Operations Manager
Accounting Bookkeeper
Bookkeeper
Computer Specialist
Skills
Series 7
Series 63
Mutual Funds
Securities
Investments
Equities
Uniform Combined State Law
Wealth Management
Banking
Process Improvement
Retirement Planning
Strategic Financial Planning
Microsoft Excel
Customer Service
Series 9 and 10
Series 66
Trading
Financial Services
Management
Call Centers
Financial Analysis
Portfolio Management
Insurance
Leadership
Risk Management
Finra
Asset Management
Sales
Business Analysis
Fixed Income
Investment Advisory
Relationship Management
Credit
Asset Allocation