Emily Beiswenger
As a Transition Specialist at J. Kelly & Associates, I specialize in transitioning high-value books of business for top-tier Financial Advisor recruits across the United States for multi-billion dollar firms. I coordinate with internal and external teams to ensure compliance and strategically move o
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Education
Skills
Leadership - Influences, motivates, and challenges others; adapts leadership styles to a variety of situations.
Strong time-management skills with the ability to manage short and long-term projects to fruition
Business writing skills
Microsoft Office Proficiency
Business administration
Employee engagement
Soft Skills
Emotional Intelligence
Multitask and prioritize in rapidly changing situations to properly perform the functions of the job.
Strong organizational skills, attention to detail
Communicate and coordinate effectively with internal and external customers
Team oriented
Critical thinking
Strong Work Ethic
Being Punctual
Creative Thinker
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Certifications
Languages
English