We found the following information about Martin Wollack at The Della Porta Group, Inc., where this professional has worked as a Client Relationship Manager since 2017. Martin's total work experience is over 20 years, during which time this expert had at least ten jobs at different places to develop professional skills. Martin studied at the Compliance School from 2007. Martin received the following certifications: Series 7, Series 24, and Series 66. Currently, Martin lives in Lyme, Connecticut. You can contact with Martin by looking for phone or email address or find exhaustive info by requesting access to Martin Wollack's additional details from us.
Name variants:
Mart Wollack,
Marty Wollack
Last updated Jun 02, 2024
Contact Information
Workplace
Colleagues
Work History
Client Relationship Manager
7807 Baymeadows Rd east SUITE 301, Jacksonville, FL 32256
Feb 2017 — Feb 2018
Senior Financial Sales Advisor
15 south 20Th St, Birmingham, AL 35233
Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank.
Offer custo...
Aug 2016 — 2017
Transition Specialist
1354 north Laura St, Jacksonville, FL 32206
Conducting pre-arrival conference calls with financial advisor recruits and branch managers to plan for the transition.
Working side by side with the recruits and their team on all aspects...
Apr 2016 — Jul 2016
Registered Operations Leader
3500 Packerland Dr, De Pere, WI 54115
Lead and manage the Operations functions of the branch including compliance record-keeping, recruiting processes, licensing, marketing & facilities.
Provide leadership and coaching to 6-7 ...
Jan 2016 — Apr 2016
Registered Principal and Client Onboarding Supervisor
176 Westbrook Rd, Connecticut
Supervise and manage all areas of Client Onboarding including the approval of all new brokerage accounts and direct business accounts.
Preparing InstantID Consumer Verification and Watchli...
Apr 2008 — Jan 2016
Customer Service Representative Ii
820 Church St #p/o box 509, Honesdale, PA 18431
Sep 1, 2007 — Apr 1, 2008
Customer Service Representative Ii
209 Havemeyer St, Brooklyn, NY 11211
Opening new accounts and originating consumer loans.
Training staff on all bank products and services.
Ensuring branch compliance with operational and emergency procedures.
Providing bra...
Sep 2007 — Apr 2008
Deposit Services Representative Ii
35 Pln Rd #p/o box 950, Connecticut
Sep 1, 2003 — Aug 1, 2007
Deposit Services Representative Ii
35 Pln Rd #p/o box 950, Connecticut
Providing operational support to all branches.
Purchasing/Ordering Supplies and negotiating prices with vendors.
Processing FRB adjustments.
Daily new account review.
Processing ATM/Deb...
Sep 2003 — Aug 2007
Education
from 2007
1999 — 2003
Occupations
Professor
School Principal
Supervisor
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
School Administrator
Educational Manager
Managers
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Microsoft Office
Financial Advisory
Banking
Investments
Finance
Customer Service
Insurance
Series 7
Mutual Funds
Financial Services
Management
FAQs about Martin Wollack
What's the main profession of Martin Wollack?
The expert is a Client Relationship Manager.
What jobs is Martin a professional at?
The expert is a professional such jobs as Professor and School Principal.
Where does Martin Wollack live?
Lyme, Connecticut is the place where Martin Wollack lives
What is Martin Wollack's email?
The expert's email is ma**@gmail.com.
Where did Martin Wollack work?
This person worked at The Della Porta Group, Inc., Bbva Compass.
Where has Martin Wollack studied?
Martin studied at the Compliance School from 2007.
Are there any professional certifications, that Martin Wollack has?
Martin received the following certifications: Series 7, Series 24, Series 66, Series 53, and Series 99.
Are there any special industries, that Martin Wollack works in?
This person works in Financial Services industry.