Katie Sickle

Katie Sickle

Followers of Katie Sickle165 followers
location of Katie SickleTampa, Florida, United States

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  • Timeline

  • About me

    Admin and Stay at Home Mom

  • Education

    • University of South Florida

      2005 - 2008
      Bachelor’s Degree Finance, General

      Activities and Societies: Beta Gamma Sigma

  • Experience

    • Ameriprise Financial Services, LLC

      Oct 2007 - Feb 2010

      Supported several Financial Advisors. Created MorningStar reports and processed expense reports

      • Registered Paraplanner

        May 2008 - Feb 2010
      • Intern

        Oct 2007 - May 2008
    • Morgan Stanley

      Feb 2010 - Jun 2015

      Managed 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 2015
      • Senior Registered Client Service Associate

        Feb 2010 - Nov 2013
    • Home

      Feb 2015 - now
      Homemaker

      I care for my beautiful twin babies.

    • Sickle Hunter Financial Advisors

      Jan 2016 - now
      Administrative Assistant
  • Licenses & Certifications

    • Florida Life Health and Variable Annuity

      Aug 2013
    • Series 10

      Aug 2013
    • Series 9

      Jul 2013
    • Series 66

      Apr 2008
    • Series 7

      Mar 2008