Jill Marie Boccio

Institutional Sales Client Services Specialist

Jill Marie Boccio is a qualified professional, working in Fifth Third Securities as a Institutional Sales Client Services Specialist since 2018. This expert gained professional experience in more than five positions at different companies. Jill Marie Boccio went to the The Ohio State University and got education. Jill has professional qualifications: Series 7, 63, Sie. Galena, Ohio is the city, where this person was lastly known to settle. This person's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Gillian Boccio, Julia Boccio
Last updated May 25, 2024

Contact Information

Last Update
Jul 7, 2022
Email
js**@aol.com
Location
Galena, OH

Workplace

Fifth Third Securities
Institutional Sales Client Services Specialist

Industry

Financial Services

Work History

Institutional Sales Client Services Specialist

To work with sales representatives across affiliate lines, develop and maintain customers' relationships, sale of fixed income products, and oversee operational and administrative duties. Re...
from Nov 2018

Compliance Associate

270 Park Ave, New York, NY 10010
Partnered with the Global Investment Management Core Operations to assist in all aspects of compliance with the Investment Company Act and the Investment Advisers Act for all proprietary an...
Sep 2012 — Jan 2018

Vice President and Bond Broker

Developed and managed 15 institutional clients. Grew treasury, benchmark and callable agencies by developing new business, providing timely market intelligence, and superb quality service al...
Mar 2002 — Sep 2009

Consultant and Account Manager

Provided on-site customer support for brokerage trading software to accounts in the New York metro area including UBS Warburg, JP Morgan, Daiwa, and Mizuho. Diagnosed and identified software...
Jan 2001 — Jan 2002

Fiscal Specialist

Managed relationships with three high-level government entities in State of Ohio and maintained daily contact with lending officers at major banks in Ohio for the purpose of approving reduce...
Jan 1995 — Jan 2001

Occupations

Executive
Chief Administrative Officer
Accountant
Finance and Accounting Specialist
Compliance Associate
Chief Executive
Accounting Bookkeeper
Bookkeeper
Certified Auditor
Auditor

Skills

Investments
Fixed Income
Bloomberg
Microsoft Office
Sentinel
Banking
Relationship Management
Due Diligence
Bonds
Capital Markets
Securities
Series 7
Trading
Client Relations
Customer Experience

FAQs about Jill Marie Boccio

What is the main profession of Jill Marie Boccio?

Jill Marie Boccio is a Institutional Sales Client Services Specialist.

What jobs is Jill Marie Boccio proficient at at?

Jill is proficient at such jobs as Executive and Chief Administrative Officer.

Where does Jill Marie Boccio currently live?

They lives in Galena, Ohio.

What is the professional's email?

The expert's email is js**@aol.com.

How many companies did Jill Marie Boccio work at?

The professional worked at five jobs.

Where has Jill Marie Boccio studied?

Jill studied at the Ohio State University.

What are the certifications of Jill Marie Boccio?

The professional received the following certifications: Series 7, 63, Sie.

What languages does Jill Marie Boccio speak?

Jill Marie Boccio speaks English.
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