Deep Enrich
Katie Sickle
165 followers
Tampa, Florida, United States
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About me
Admin and Stay at Home Mom
Education
University of South Florida
2005 - 2008Bachelor’s Degree Finance, GeneralActivities and Societies: Beta Gamma Sigma
Experience
Ameriprise Financial Services, LLC
Oct 2007 - Feb 2010Supported several Financial Advisors. Created MorningStar reports and processed expense reports
Registered Paraplanner
May 2008 - Feb 2010Intern
Oct 2007 - May 2008
Morgan Stanley
Feb 2010 - Jun 2015Managed a team of 13 Client Service Associates at Morgan Stanley's Client Advisory Center. Answered incoming phone calls from clients. Assisted with any account questions or maintenance requests.
Complex Service Manager
Nov 2013 - Jun 2015Senior Registered Client Service Associate
Feb 2010 - Nov 2013
Home
Feb 2015 - nowHomemakerI care for my beautiful twin babies.
Sickle Hunter Financial Advisors
Jan 2016 - nowAdministrative Assistant
Licenses & Certifications
Florida Life Health and Variable Annuity
Aug 2013Series 10
Aug 2013Series 9
Jul 2013Series 66
Apr 2008Series 7
Mar 2008
Languages
- enEnglish
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