Judy Stengel has been a Assistant Financial Advisor at Diastole Wealth Management since 2018. Additionally, this person has professional experience at more than five companies using similar skills. Judy has a total work experience of seven+ years. Judy Stengel studied at the Albertus Magnus College from 2008 to 2010. This professional learned English and Spanish. This expert has the following certificates: Credentialed Willow Trainer, License #10029897, Credentialed Cadence Trainer, Epic, and Pharmacy Technician Certification Board, License #10029897. Today they live in New York, New York region. You can find this professional's actual phone and email with our search.
Name variants:
Judith Stengel
Last updated May 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
js**@dwinvest.com, ju**@sbcglobal.net
Location
New York, NY
Company
Workplace
Colleagues
Work History
Financial Advisor and Retirement Planning Specialist
1585 Broadway, New York, NY 10003
Series 7, 31,63, 65, variable and life Insurance licensed.
Retirement Planning Specialist designation.
Implemented, and managed retirement planning seminars.
Jan 1998 — Jan 2003
Part-Time Reg.investment Advisor Operations and Marketing Manager
Recruited to create and manage the operations/marketing for BP Walsh and Company LLC, a Connecticut Registered Investment Advisor.. Created and maintain all company and client records includ...
from Jan 2003
Assistant Marketing Manager
Co-managed multi-disciplinary diabetes management conference team.
Coordinated logistics associated with large scale mailings, ground and air transportation, conference venue, and attendee...
Jan 1996 — Jan 1998
Education
Occupations
Financial Broker
Financial Consultant
Health Specialist
Hospital Care Professional
Financial Services Professional
Financial Services Sales Agent
Health Professional
Health Practitioner
Skills
Quickbooks
Wordpress
Ms Word
Ms Excel
Ms Powerpoint
Outlook
Written Communication
Verbal Communication
Group Presentations
Project Coordination
Planning
Stakeholder Liaison
Process Development
Quality Improvement
Team Player
Individual Contributor
Event Organizer
Self Starter
Contact Management
Team Leadership
Collaborative Planning
Microsoft Excel
Program Management
Teamwork
Sales
Marketing
Healthcare
Marketing Communications
Project Planning
Budgets
Event Management
Event Planning
Customer Service
Project Management
Management
Epic Willow Inpatient Application
Remedy It Service Request Software
Skillport Training Management Software
Team Building
Software Documentation
Training
Healthcare Information Technology
Managed Care
Cross Functional Team Leadership
FAQs about Judy Stengel
What's the main profession of Judy Stengel?
This professional's job is Assistant Financial Advisor
What are the profession of Judy?
These person's professions are Financial Broker and Financial Consultant
Where is Judy Stengel currently located?
Judy is located in New York, New York.
Does the professional have the email address?
js**@dwinvest.com and ju**@sbcglobal.net is The expert's email address.
Where did Judy Stengel work?
Judy worked at Diastole Wealth Management, Yale-New Haven Health Systems.
Where has Judy Stengel studied?
Judy studied at the Albertus Magnus College from 2008 to 2010.
Are there any certifications, that Judy Stengel has?
Judy received the following certifications: Credentialed Willow Trainer, License #10029897, Credentialed Cadence Trainer, Epic, and Pharmacy Technician Certification Board, License #10029897.
What languages does Judy Stengel speak?
Judy Stengel speaks English and Spanish.