Luis Mejias has been working as a Client Service Associate and It Support at Investor Solutions, Inc. since 2015. Additionally, this person has on-the-job experience at more than five companies in the relevant field. Luis has a total work experience of 17+ years. Luis Mejias studied at the Florida International University from 2003 to 2008. Currently this expert lives in Miami, Florida region. You can find Luis Mejias's actual phone number and email with our search.
Name variants:
Luis Mejias
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 10, 2022
Email
lu**@investorsolutions.com, lm**@ingham.com, gu**@gmail.com
Location
Miami, FL
Company
Workplace
Client Service Associate and It Support
Miami, FL
Industry
Financial Services, Investment Advice, Financial Advisory Services
Colleagues
Work History
Client Service Associate and It Support
2665 south Bayshore Dr SUITE 230, Miami, FL 33133
As a Client Service Associate, I am responsible for trading, preparing and submitting IRA distributions, contributions, account transfers and assisting our clients with the full range of adm...
from Apr 2015
Client Service and Compliance Specialist
9155 south Dadeland Blvd SUITE 1512, Miami, FL 33156
Ensure plan/participant records are accurate and comply with the plan documents.
Setup and maintenance of clients on Data Validation Center and ACH.
Reviewing of Client payrolls and payro...
Mar 2014 — Apr 2015
Daily Valuation Senior Recordkeeping
9155 south Dadeland Blvd SUITE 1512, Miami, FL 33156
Jan 2009 — Feb 2014
Education
2003 — 2008
2001 — 2003
Occupations
Supporting Member
Compliance Agent
Executive
Chief Administrative Officer
Team Member
Compliance Officer
Chief Executive
Skills
Microsoft Office
Retirement
401K
Mutual Funds
Customer Service
Microsoft Excel
Investments
Asset Management
Payroll
Account Reconciliation
Analysis
Qualified Retirement Plans
Accounting
Financial Statements
Sales
Financial Analysis
Management
Html
Tactical Asset Allocation
Relative Value
Manager Selection
Os X
Digital Photography
Computer Hardware
Defined Contribution
FAQs about Luis Mejias
What's the main profession of Luis Mejias?
This professional's job is Client Service Associate and It Support
What are the main profession of Luis?
These person's professions are Supporting Member
Where does Luis Mejias live?
Miami, Florida is the place where Luis Mejias lives
What is Luis's email?
Luis Mejias's email is lu**@investorsolutions.com and lm**@ingham.com.
Where did Luis Mejias work?
This person worked at Investor Solutions, Inc., Ingham Retirement Group.
What education does Luis Mejias have?
Luis studied at the Florida International University from 2003 to 2008.
What languages does Luis Mejias speak?
Luis Mejias speaks Spanish and English.
What is the industry that Luis Mejias worked in?
This person works in Investment Management industry.