For over seven years Lisa Tatone has been working in different jobs. Recently, this person worked as a Internal Wholesaler in Redwood Mortgage enhancing knowledge. This expert graduated from University of Northern Colorado in 2006 where this person got all the required skills. You can find Lisa in Phoenix, Arizona, where he is located nowadays. SoftwareOfficial has all the info you need to contact Lisa Tatone, such as this person's phone or email. Feel free to send the request to get additional info.
Name variants:
Alice Tatone,
Elisa Tatone,
Elizabeth Tatone,
Melissa Tatone
Last updated Jun 02, 2024
Contact Information
Workplace
Colleagues
Work History
Internal Wholesaler
Maintain/expand relationships with financial advisors across the country via phone and email
Respond to inbound calls and emails from financial advisors
Set-up and coordinate meetings for...
from Jul 2014
Csr and Operations Assistant
659 High St, Worthington, OH 43085
Field incoming calls and emails from financial advisors by answering product and service questions
Resolve product or service problems by clarifying the advisors complaint
determine the c...
Sep 2013 — Jun 2014
Executive Financial Assistant
14143 Denver Pkwy west, Golden, CO
Support all financial executives from administrative detail
Provide organized workflow in creating, editing and proofing word documents and PowerPoint presentations
Create quarterly Board...
Jul 2012 — Dec 2012
Executive Assistant To President
705 Highway 281 #206, Marble Falls, TX
Manage President and National Sales Manager schedule for travel and meetings
Complete expense report for President, National Sales Manager and Divisional Vice Presidents on a monthly basis...
Aug 2010 — May 2012
Executive Assistant To President
Support President of company to effectively run business
Manage accounts Receivable/Accounts Payable using Quickbooks
Client invoicing
Management of designers
Responsible for managing p...
Sep 2006 — Jul 2010
Education
2002 — 2006
1998 — 2002
Occupations
Executive
Marketing Director
Investor
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Sales Specialist
Client Service Officer
IT Professional
SalesForce Administrator
Executive Vice President
Chief Operating Officer
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Customer Service
Database Administration Professional
Database Administrator
Vice President
General and Operations Manager
Skills
Customer Service
Salesforce.com
Management
Sales
Project Management
Powerpoint
Proficient With Microsoft Office Products
Quickbooks
Competitive Analysis
Sales Management
Clients and Profits
Scheduling
Meeting Planning
Event Coordination
Sales Reporting
Travel Planning
Competitor Research
FAQs about Lisa Tatone
What is the main profession of Lisa Tatone?
This professional's job is Internal Wholesaler
What are the main profession of Lisa Tatone?
These person's professions are Executive and Marketing Director
Where does Lisa Tatone currently live?
Lisa Tatone currently lives in Phoenix, Arizona.
Where did Lisa Tatone work?
The professional worked at Redwood Mortgage, Ai Insight Inc..
Where has Lisa Tatone studied?
Lisa studied at the University of Northern Colorado from 2002 to 2006.
Are there any special industries, that Lisa Tatone works in?
This professional works in Financial Services industry.
What are special skills of Lisa Tatone?
Lisa Tatone has the following skills: Customer Service, Salesforce.com, Management, Sales, Project Management, Powerpoint, Proficient With Microsoft Office Products, and Quickbooks.