Jennifer Guerra
Financial Services Associate and Executive Assistant To Chief Executive Officer
Jennifer Guerra is a skilled expert, working in Clearsky A Division of Pnc Bank as a Financial Relationship Manager from 2001. Jennifer has earned professional experience in more than four positions at various companies. Jennifer Guerra went to the Lesley University and got education there from 2004 to 2004. Arlington, Massachusetts is the area, where this professional was known to live. This person's email address and number are accessed through SoftwareOfficial on demand.
Name variants:
Jen Guerra,
Jenny Guerra,
Jennie Guerra,
Jenne Guerra,
Jan Guerra
Last updated May 25, 2024
Contact Information
Last Update
Jul 12, 2022
Email
je**@yahoo.com
Location
Arlington, MA
Company
Clearsky A Division of Pnc Bank
Workplace
Financial Relationship Manager
Work History
Financial Relationship Manager
Managed all mutual fund needs for client base of large, well-known prestigious companies
Handled all filings for clients including initials, terminations, merges, renewals, name changes
R...
Apr 2001 — May 2006
Financial Services Associate and Executive Assistant To Chief Executive Officer
150 north Radnor Chester Rd, Radnor, PA 19087
Process accounts payable and accounts receivable for all clients and their many vendors
Track client’s investments and wealth and create reports that determine progress of investments
Det...
from May 2006
Marketing Associate and Campaign Management
Coordinated all online advertising for all clients/advertisers
Generated and managed contract renewals and sales reports
Responsible for all Human Resources issues for company
Jun 2000 — Apr 2001
Office Manager and Assistant To Chief Executive Officer
Processed 700 tax returns per season for corporate and individual clients
Managed production of client’s financial statements
Handled all Human Resource issues
Nov 1996 — Jun 2000
Education
2004 — 2004
1994 — 1994
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Office Assistant
Supporting Member
Sales Specialist
Relationship Manager
Accounts Payable
Accounts Payable Specialist
Accounts Receivable
Investor
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Office Clerk
Clerical Specialist
Team Member
Account Service Manager
Customer Service
Skills
Microsoft Office
Powerpoint
Microsoft Word
Customer Service
Outlook
Accounting
Finance
Budgets
Mutual Funds
FAQs about Jennifer Guerra
What is the main profession of Jennifer Guerra?
The expert is a Financial Services Associate and Executive Assistant To Chief Executive Officer.
What jobs is Jennifer a professional at?
The expert is proficient at Executive and Chief Executive Officer jobs.
Where does Jennifer Guerra currently live?
Jennifer Guerra currently lives in Arlington, Massachusetts.
What is Jennifer Guerra's email?
The professional's email is je**@yahoo.com.
Where did Jennifer Guerra work?
The professional worked at Clearsky A Division of Pnc Bank, Northstar Advisors.
What education does Jennifer Guerra have?
Jennifer studied at the Lesley University from 2004 to 2004.
Are there any special industries Jennifer Guerra works in?
Jennifer works in Financial Services industry.
What are special skills of Jennifer Guerra?
Jennifer has such skills as Microsoft Office, Powerpoint, Microsoft Word, Customer Service, Outlook, Accounting, Finance, Budgets, and Mutual Funds.