Client Services Coordinator@ Spraker West Wealth Management, Inc.
Maitland, Florida, United States
Kelly Trocki
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FlashIntel GPTKelly Trocki is an Administrative/Client Services Assistant at Spraker Wealth Management in Maitland, Florida. With 11.6 years of work experience, she has been working at Spraker West Wealth Management since March 2012. As a Client Services Coordinator in the Customer Service department, Kelly has been a valuable asset to the company. Spraker West Wealth Management, Inc. is a financial services firm founded in 2008 with a small team of 2-10 staff members.
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About
Administrative/Client Services Assistant at Spraker Wealth Management
Work Experience
Client Services Coordinator
Financial Services
Kelly Trocki's Professional Milestones
- Client Services Coordinator (2012-03-01~): Optimized client services processes and improved team productivity through effective coordination and streamlined communication.
- Administrative And Client Services Assistant (2012-03-01~): Streamlined operational processes, improving efficiency and productivity for employees.
Certification
Colleagues
John West, MBA, CFP®
president sr advisor coo cco at spraker west wealth management
Kyron Harold, CFA
Junior Financial Analyst
Eric Walter, CFP®
Financial Planner
Kyron Harold, CFA
chartered financial analyst @ spraker west wealth management | compliance
Eric Walter, MBA, CFP®
I collaborate with individuals & families to ensure they are in the best position to achieve their personal & financial goals.
Other Named Kelly Trocki
Frequently asked questions
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Kelly Trocki's social media include: Linkedin,
Kelly Trocki works for Spraker West Wealth Management, Inc.
Kelly Trocki's role in Spraker West Wealth Management, Inc. is Client Services Coordinator
Kelly Trocki works in the industry of Financial Services
Kelly Trocki's colleagues are John West, MBA, CFP®,Kyron Harold, CFA,Eric Walter, CFP®
Kelly Trocki's latest job experience is Client Services Coordinator at Spraker West Wealth Management, Inc.
