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JoAnne Roque

JoAnne Roque

Business Owner

Followers of JoAnne Roque529 followers
location of JoAnne RoqueBirdsboro, Pennsylvania, United States

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  • Timeline

  • About me

    Strategic Client Manager and people focused team leader that excels in relationship building and service excellence.

  • Education

    • University of Phoenix

      2009 - 2011
      Not Completed Business

      I attended on

  • Experience

    • At Your Service Professional Cleaning Services

      Jan 2001 - Jan 2007
      Business Owner

      • Built my client base through cold calling and direct sales / marketing. • Maintained clients by developing close client relationships, providing quality service and exceeding client expectations.

    • PFPC

      Dec 2005 - Sept 2007
      Manager Operations

      Managed a team of two supervisors and 25 agents to ensure the accurate and timely processing of mutual fund new account activity.

    • SEI

      Sept 2007 - Mar 2011
      Team Supervisor

      Managed a staff of analysts responsible for reporting of hedge fund managers.

    • Iron Mountain

      Feb 2012 - Jun 2023

      Responsible for various customer service teams supporting key clients and national sales teams.

      • Global Account Representative, Health Care

        Jun 2018 - Jun 2023

      • Supervisor

        Feb 2012 - Jun 2018

    • Iron Mountain

      Dec 2023 - now
      Senior Records Analyst

  • Licenses & Certifications

    • Series 6 and 63

      Vanguard

    • Diversity, Inclusion, and Belonging

      LinkedIn
      Aug 2023
      View certificate certificate