We found the following information about Jamel Roberts at Apprev, where this professional has worked as a Financial Analyst since 2018. Jamel's total work experience is over nine years, during which time this professional had at least eight jobs at different places to develop professional skills. Jamel studied at the Cornell University from 2016 to 2016. This expert received the following certifications: Healthstream, Core Regulatory Curriculum For Students, Faculty and Visiting Scholars Non Clinical, Patient Contact, and Core Regulatory Hipaa Module For Contracted Staff and Volunteers. Jamel Roberts is experienced in three languages: English, French, and Spanish. Currently, Jamel lives in Charlotte, North Carolina. You can contact with Jamel by searching for phone or email or find additional information by requesting access to Jamel's further details from us.
Name variants:
Jamel Roberts
Last updated May 23, 2024
Contact Information
Workplace
Colleagues
Work History
Retail Investment Professional
100 Vanguard Blvd, Valley Forge, PA
FINRA Series 7 and 63 training through Kaplan Financial Education
Training on a multitude of investment products and services, included but not limited to:
Equity securities, debt and gov...
Oct 2015 — Sep 2016
Associate - Operations and Securities
Maximize and maintain effective communication among 20 different branches, as well as 18 internal and external banking departments
Management of the mail distribution facility while assist...
Jul 2014 — Jan 2015
Account Teller and Sales Associate | Customer Service Representative
Established closer relationships with customers, effectively turning customers in to clients
Offered customized suggestions and special product and service deals specifically catered to th...
Feb 2010 — May 2014
Intern- Department of Anesthesia
701 Grove Rd, Greenville, SC 29605
Gained familiarity with Privacy Health Information (PHI) policy as it pertains to the Health Insurance Portability and Accountability Act (HIPAA)
Gained HIPAA certification
Familiarity wi...
Jan 2014 — May 2014
Chair of Alumni Affairs
P/O Box 503, Carmel, IN
Responsible for maximizing communication among executive members of the Beta Psi chapter and alumnus
Served as liason—strategically reprioritized chapter initiatives in order to maximize a...
Mar 2011 — Nov 2013
Philanthropy Chair
P/O Box 503, Carmel, IN
Spearheaded philanthropic initiatives of the chapter and its involvement in various campus-related philanthropy events, as well as new member involvement in the community.
Established the ...
Sep 2010 — Sep 2011
Intern
Gained experience by aiding in day-to-day minor office procedures.
Engaged in clinical consulting; observed multiple research presentations and Continuing Medical Education (CME) activitie...
2010 — 2010
Education
2016 — 2016
2010 — 2014
upto
2008 — 2008
Occupations
Sales Specialist
Sales Executive
Accountant
Financial Analyst
Health Specialist
Hospital Care Professional
Investor
Guide
Sales Manager
Health Professional
Health Practitioner
Tour Guide
Skills
Leadership
Microsoft Excel
Microsoft Office
Customer Service
Research
Powerpoint
Account Management
Marketing
Team Building
Hipaa
Time Management
Telecommunications
Customer Satisfaction
Microsoft Word
Public Speaking
Event Planning
Social Media
Microsoft Powerpoint
Data Analysis
FAQs about Jamel Roberts
What's the main profession of Jamel Roberts?
This professional's job is Senior Strategic Sales Executive
What are the main profession of Jamel?
These person's professions are Sales Specialist and Sales Executive
Where does Jamel Roberts live?
Charlotte, North Carolina is the place where Jamel Roberts lives
What is Jamel Roberts's email?
Jamel Roberts's email is ja**@vanguard.com.
Where did Jamel Roberts work?
The professional worked at Apprev, Vanguard.
Where has Jamel Roberts studied?
Jamel studied at the Cornell University from 2016 to 2016.
What are the certifications of Jamel Roberts?
This expert received the following certifications: Healthstream and Core Regulatory Curriculum For Students, Faculty and Visiting Scholars Non Clinical, Patient Contact.
What languages does Jamel Roberts speak?
Jamel Roberts speaks English, French, and Spanish.