Since 2018, Sandra Konkol has been working in Packerland Brokerage Services, Inc situated 531, 531. This professional is a qualified Senior Licensing Specialist with over 16 years of work experience. According to Sandra's CV and work profile, Sandra Konkol has worked at more than seven companies with diverse backgrounds and got different skills. Sandra Konkol studied at the Lakeland University from 1996 to 1999. They have the following certificates: Series 6 - Investment Co. Products/Variable Contracts Rep. Exam and • Series 63 – Uniform Securities Agent State Law Examination. Sandra can be found in Appleton, Wisconsin – where this professional currently lives. You can contact with Sandra by looking for phone number or email or get exhaustive information by requesting access to this person's details from us.
Name variants:
Sandy Konkol
Last updated Jun 15, 2024
Contact Information
Workplace
Senior Licensing Specialist
Green Bay, WI
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Senior Licensing Specialist
432 Security Blvd, Green Bay, WI 54313
Manage daily operations of Licensing department including coordinating the onboarding of new representatives, terminations of existing representatives, and maintaining firm registrations an...
from Sep 2018
Personal Trust Assistant
433 Main St, Green Bay, WI 54301
Provided support to Vice President and Assistant Vice President
Daily coordination of account administration for personal trusts including account activity, monitoring account records to e...
Mar 2018 — Sep 2018
Executive Administrative Assistant
109 east Bell St, Neenah, WI 54956
Assist Karl Wunderlich, OSJ with the running of his financial planning practice.
Completing applications, preparing for client meetings, maintaining Junxure Cloud client database and answe...
Oct 2016 — Nov 2017
Registration Specialist
5555 west Grande Market Dr, Appleton, WI 54913
Filing U-4/U-5s with FINRA
Manage and review background checks
Apply for securities and investment advisory state licenses with FINRA
Provide exceptional customer service to field repres...
Jul 2015 — Oct 2016
Contracting and Licensing Specialist
625 4Th Ave south, Minneapolis, MN 55415
Managed background verifications, fingerprints and recommended next steps
Analyzed and processed hires, transfers, terminations and retirements for all field representatives.
Handled comp...
Oct 2011 — Jul 2015
Settlement Option New Business Representative
625 4Th Ave south, Minneapolis, MN 55415
Processed and issued new business settlement option fixed and SPIA applications
Issued auto maturities and withdrawal reissues
Engaged in process improvement discussions and activities
Sep 2009 — Oct 2011
Customer Service Representative
625 4Th Ave south, Minneapolis, MN 55415
Provided exceptional customer service to members and field representatives via phone calls for Annuities, Insurance, and Health Insurance
Handled sensitive phone calls with highly confiden...
Nov 2001 — Sep 2009
Education
1996 — 1999
1993 — 1995
Occupations
Representative
Producer
Engineer
Customer Service
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
Executive
Assistant Vice President
Vice President
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Financial Services
Microsoft Office
Customer Service
Administrative Assistance
Organization Skills
Written Communication
Detail Oriented
Finra
Personal Trust Administration
Business Administration
Time Management
Series 6
Series 63
Phone Etiquette
Cofidentiality
Client Relations