Jessica Collins

Operations Associate

Since 2017, Jessica Collins has been working in Alesco Advisors based 2774, 2774. Jessica Collins is a proficient Operations Associate with over 22 years of work experience. According to Jessica's CV and work profile, this person has worked at more than seven companies with numerous backgrounds and got different skills. Jessica studied at the Cicero North Syracuse High School. This person has professional certification in Investment Company Products/Variable Contracts Representative (Series 6). Fairport, New York is the place where Jessica Collins presently lives. Find this expert's current phone number and email through our search.
Name variants:
Jess Collins, Jessie Collins
Last updated May 26, 2024

Contact Information

Last Update
Jul 5, 2022
Location
Fairport, NY

Workplace

Alesco Advisors LLC
Operations Associate

Pittsford, NY

Industry

Financial Services, Financial Management

Work History

Operations Associate

120 Office Park Way, Pittsford, NY 14534
from Aug 2017

Regional Sales Operations

Syracuse, NY
Provide support, training tools, resources and marketing to Financial Consultants in the Central New York region along with all daily operations and customer support.
Feb 2016 — Jun 2017

Account Management and Trading Coordinator

Performed similar duties during company mergers, acquisitions, and name changes now under Community Investment Services, Inc.
Jun 2014 — Feb 2016

Operations Support Specialist

Performed similar duties during company mergers, acquisitions, and name changes now under Community Investment Services, Inc.
Feb 2006 — Jun 2014

Transition Specialist

Syracuse, NY
▪ Worked as relationship manager for recruiters, guiding new advisors through the entire transition process. ▪ Partnered with Operations, Licensing and Registration, Commissions, Complianc...
Jan 2004 — Feb 2006

Head Cashier

Syracuse, NY
▪ Supervised overall performance of four cashiers to ensure accuracy, efficiency, customer service, and compliance with regulatory standards. ▪ Identified needs and recommended appropriate...
Jul 1997 — Jan 2004

Commission Processor

Syracuse, NY
▪ Posted manual and electronic commission and trail statements from product sponsors and clearing firm. ▪ Processed commission adjustments. ▪ Balanced batches to reconcile posting errors....
Feb 1995 — Jul 1997

Occupations

Operations Associate
Operations Manager

Skills

Financial Services
Broker Dealer Operations
Wealth Management Services
401 Retirement Savings Plans
Investment Advisory
Customer Service
Broker Dealer Compliance
Organization Skills

FAQs about Jessica Collins

What is the main profession of Jessica Collins?

This professional's job is Operations Associate

What jobs is Jessica proficient at at?

The expert is proficient at such jobs as Operations Associate.

Where does Jessica Collins live?

Fairport, New York is the place where Jessica Collins lives

Where did Jessica Collins work?

Jessica worked at Alesco Advisors Llc, Community Investment Services, Inc..

What education does Jessica Collins have?

Jessica studied at the Cicero North Syracuse High School.

What are the certifications of Jessica Collins?

The professional received the following certifications: Investment Company Products/Variable Contracts Representative (Series 6).

Are there any industries, that Jessica Collins works in?

Jessica works in Investment Management industry.

Are there any special skills, that Jessica Collins has?

Jessica has skills in the following areas: Financial Services, Broker Dealer Operations, Wealth Management Services, 401 Retirement Savings Plans, Investment Advisory, and Customer Service.
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