financial advisor at apella wealth@ Apella - Bellevue
Seattle, Washington, United States
Roxana Butnar
GET FULL PROFILE 
Audencia
Real-Time AI Research
FlashIntel GPT
Tell me more about Roxana Butnar?
FlashIntel GPTRoxana Butnar is an associate advisor with 10.4 years of experience in the financial services industry. She is skilled in Microsoft Excel, Customer Service, and Computer Literacy. Roxana has a strong background in working with clients and holds a Bachelor of Business Administration degree in Finance and IS from the University of Washington. She has worked at Vestory by Apella in various roles, including Client Relations Manager and Administrative Assistant. Roxana is known for her strong analytical abilities and attention to detail. She is based in Seattle, Washington.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Associate advisor with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Computer Literacy, and Working With Clients. Strong support and sales professional with a Bachelor of Business Administration (B.B.A.) focused in Finance and IS from University of Washington.
Work Experience
financial advisor at apella wealth
Client Service Representative
Administrative Assistant
Financial Services
Roxana Butnar's Professional Milestones
- Client Service Representative (2018-07-01~2019-08-01): Provided exceptional customer experiences, resolving issues promptly and consistently, exceeding customer expectations.
- Client Relations Manager (2019-08-01~): Established strong relationships with clients, building strong trust and fostering trust.
Education
Finance
2015-2015Skill
Microsoft Excel
Customer Service
Microsoft Word
Time Management
Microsoft Office
Powerpoint
Teamwork
Team Leadership
Team Fundraising
Leadership
Organized With Strong Analytical Abilities
Always Punctual
Social Media
Solid Computer Skills
Working With Clients
Social Networking
Certification
Colleagues
Barbara Devereaux, CLU®, ChFC®, CASL®, CLTC
i am a qualified and mission-driven professional with substantial experience in operations management sales strategy development and training leadership skills
Taylor Cock
Helping Families and Professionals with Retirement Planning through Fee Only Financial Advice.
Other Named Roxana Butnar
Frequently asked questions
We found 1 Roxana Butnar's phone numbers
Roxana Butnar's social media include: Linkedin,
Roxana Butnar works for Apella - Bellevue
Roxana Butnar's role in Apella - Bellevue is financial advisor at apella wealth
Roxana Butnar works in the industry of Financial Services
Roxana Butnar's colleagues are Barbara Devereaux, CLU®, ChFC®, CASL®, CLTC,Taylor Cock
Roxana Butnar's latest job experience is financial advisor at apella wealth at Apella - Bellevue
Roxana Butnar's latest education in Audencia
