Senior Registered Client Associate@ UBS
Denver, Colorado, United States
Kelly Gaskins Widvey
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Colorado State University
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FlashIntel GPTKelly Gaskins Widvey is a diligent leader with over 20 years of experience in banking and business operations. She is proficient in Microsoft products and various banking industry systems and federal regulations. Kelly has worked in various roles, including Senior Registered Client Associate at UBS, Senior Finance Manager at Burning Through Pages, and Banking & Brokerage Client Specialist at Charles Schwab. She also has experience as a Special Services Agent at The Home Depot and as a Financial Advisor at GE. Kelly is based in the United States and is known for her result-driven leadership style.
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About
I’m a diligent leader with extensive experience in banking and business operations. As a result driven leader I am proficient in Microsoft products as well as various banking industry systems and federal regulations.
Work Experience
Senior Registered Client Associate
Financial Services
Kelly Gaskins Widvey's Professional Milestones
- Registered Client Associate (2014-08-01~2022-07-01): Maintained client satisfaction by identifying and resolving issues efficiently and effectively.
- Special Services Agent (2003-01-01~2007-01-01): Delivered exceptional customer service, improving overall satisfaction and repeat business.
Education
English,
Education,
Minor: Education
2003-2007Skill
Series 7
Series 63
Series 65
Bank Management
Banking
Stocks
Investment Banking
Commercial Banking
Bank Reconciliation
Retail Banking
Mortgage Banking
Private Banking
Stock Management
Stock Market
Stock Trading
Stock Exchange
Stockbroking
Marketing Research
Statistics
Multitasking Skills
Client Relations Skills
Cost Control
Department Budgeting
Management Profitability
Benefit Cost Analysis
Regional Relations
Sales And Marketing
Strategic Planning
Employee Training
Microsoft Word
Microsoft Office
Microsoft Excel
Customer Service
Finance
Portfolio Management
Financial Services
Team Building
Leadership
Management
Certification
Colleagues
Other Named Kelly Gaskins Widvey
Frequently asked questions
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Kelly Gaskins Widvey works for UBS
Kelly Gaskins Widvey's role in UBS is Senior Registered Client Associate
Kelly Gaskins Widvey works in the industry of Financial Services
Kelly Gaskins Widvey's colleagues are Kishan Joshi,Kingston Nguyen,Philipp Schmutz
Kelly Gaskins Widvey's latest job experience is Senior Registered Client Associate at UBS
Kelly Gaskins Widvey's latest education in Colorado State University
