Deborah Gmerek
Administrative Associate@ Robert Half
Troy, Michigan, United States
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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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Emails and Phone Numbers

@comcast.net
@gmail.com
@roberthalf.com
@aol.com
@att.net
+1 650234****
+1 586764****
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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

2884 Sand Hill Road Suite 200, Menlo Park, CA, 94025, US

Staffing and Recruiting

29436
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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.
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Education

College for Financial Planning
College for Financial Planning2009-2009
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