Deborah Gmerek
College for Financial Planning
Tell me more about Deborah Gmerek?
Deborah Gmerek is a financial professional with over 20 years of experience in the financial services industry. She holds Series 7 and Series 63 licenses and a Registered Paraplanner designation. Deborah has a strong background in investment management, banking, and transfer agent servicing. She has excellent client service experience and a high degree of integrity. Deborah has worked in various roles, including as an Administrative Associate at Robert Half and an Accounting Administrative Assistant at Concorde Investment Services. She also has experience as a Registered Client Service Associate at Craun Freeman Tax & Wealth Management and as a Project Manager and Records Analyst at BNY Mellon.
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About
Financial professional with over 20 years of experience in the financial services industry. Hold Series 7 and Series 63 licenses, and a Registered Paraplanner designation. Background includes investment management, banking, and transfer agent servicing. Provide an excellent client service experience with a high degree of integrity.
Work Experience
Administrative Associate
Staffing and Recruiting
Deborah Gmerek's Professional Milestones
- Administrative Associate (2017-02-01~): Streamlined administrative processes, optimizing efficiency and productivity for the entire office.
- Project Manager And Records Analyst (2001-02-01~2010-04-01): Streamlined project management processes, enhancing efficiency and accuracy in records analysis.
Education
Skill
Securities
Finance
Investments
Series 7
Relationship Management
Financial Services
Series 63
Information Technology
Financial Planning
Analytic Problem Solving
Training
Alternative Investments
Investment Advisory
Customer Service
Banking
Certification
Colleagues
Jessica Reutiman
Owner, Peppy Paws Dog Boarding
James Payton, MSITM, CGRC, ITIL v3
husband | father | veteran | cybersecurity assessments manager @ robert half | small business owner | podcaster | lifelong learner
Anu Korhonen
global process owner accounting at accountor solutions oy
Ryan McKitrick
vice president strategic accounts at robert half | business owner at iv nutrition dallas
Luree Spires, MBA
MBA | Experienced Revenue Recognition Manager | Senior Accountant | Entrepreneur Small Business Owner
Other Named Deborah Gmerek
Frequently asked questions
We found 5 Deborah Gmerek's email addresses
We found 2 Deborah Gmerek's phone numbers
Deborah Gmerek works for Robert Half
Deborah Gmerek's role in Robert Half is Administrative Associate
Deborah Gmerek works in the industry of Staffing and Recruiting
Deborah Gmerek's colleagues are Jessica Reutiman,James Payton, MSITM, CGRC, ITIL v3,Anu Korhonen
Deborah Gmerek's latest job experience is Administrative Associate at Robert Half
Deborah Gmerek's latest education in College for Financial Planning