Sue E Haessly has been a Senior Client Service Associate in Sequoia Financial Group since 2011. Moreover, Sue has on-the-job experience at more than five companies using similar skills. Sue has a total work experience of 31+ years. Sue E Haessly studied at the Cleveland State University from 1976 to 1977. Sue can be found in Cleveland, Ohio – where this expert is currently located. You can search for this professional's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Susan Haessly
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ro**@sbcglobal.net
Location
Cleveland, OH
Company
Workplace
Senior Client Service Associate
Akron, OH
Industry
Financial Services, Business Services Investment Advisory Service Management Consulting Services, Business Services Management Consulting Services Investment Advisory Service, Investment Advice
Colleagues
Work History
Senior Client Service Associate
3500 Embassy Pkwy, Akron, OH 44333
May 2011 — Feb 2020
Reconciliation Analyst Ii
1100 southwest 6Th Avenue Dr, Portland, OR 97239
Identified trade rejects, price changes, processing errors, and any cash or overdrafts in plans daily
Constant communication with offices throughout the country to identify cash on books a...
Sep 2008 — Sep 2009
Trade Analyst
1100 southwest 6Th Avenue Dr, Portland, OR 97239
Manually processed trades, posted dividends, exported trades, reconciled shares and corrected outages and discrepancies daily
Strict adherence to deadlines throughout the day. I never miss...
May 2007 — Sep 2008
Payroll Analyst
1100 southwest 6Th Avenue Dr, Portland, OR 97239
Manually processed payroll, involving editing of data to ensure accurate information was entered into the recordkeeping system
Formatted and loaded client census, i.e., synoptic data
Comp...
Dec 2005 — May 2007
Director of Multilife Administration
Responsible for all functions of Non-Qualified Plans Administration
Processed new business, policy service and performed all administration of large Multilife cases
Prepared billing reque...
Sep 1987 — Feb 2005
Education
1976 — 1977
Occupations
Executive
Senior Manager
Supporting Member
Accountant
Finance and Accounting Specialist
Analyst
Operations Manager
Team Member
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Loans
New Business Development
Policy
Invoicing
Administration
Human Resources
Time Management
Spreadsheets
Investments
Account Reconciliation
Analysis
Microsoft Excel
Payroll
Finance
Insurance
Accounting
FAQs about Sue E Haessly
What is the profession of Sue E Haessly?
This professional's job is Senior Manager, Tgo Life Services
What jobs is Sue E Haessly a professional at?
Sue is proficient at such jobs as Executive and Senior Manager.
Where does Sue E Haessly currently live?
Sue E Haessly lives in Cleveland, Ohio.
Does the professional have the email address?
ro**@sbcglobal.net is The professional's email address.
How many companies did Sue E Haessly work at?
Sue E Haessly worked at five jobs.
What education does Sue E Haessly have?
Sue studied at the Cleveland State University from 1976 to 1977.
What is the industry that Sue E Haessly is connected to?
Sue works in Financial Services industry.
What are special skills of Sue E Haessly?
This person has such skills as Loans, New Business Development, Policy, Invoicing, Administration, Human Resources, Time Management, Spreadsheets, Investments, and Account Reconciliation.