Anna Duffy
Applied Technology Administrator at Priority Financial Group- Claim this Profile
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French Limited working proficiency
Topline Score
Bio
Credentials
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Full Stack Web Development - Certificate of Completion
Tech Talent & StrategyMar, 2023- Nov, 2024 -
Notary Public Commission
State of Arizona
Experience
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Priority Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Applied Technology Administrator
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Jul 2023 - Present
I provide technology set up and training for new advisors, as well as maintenance of current systems. I also provide support and training to current advisors on our technology suite. I test and research new systems, along with creating technical guides and training programs for advisors. Securities offered through Securities America, Inc Member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through PFG Advisors. PFG Advisors and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Show less
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CUE Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Client Service Associate
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Nov 2021 - Jul 2023
I participate fully in the client experience and provide comprehensive servicing including scheduling; project management; data compilation; account opening and maintenance; and more. Securities offered through Securities America, Inc Member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through CUE Financial Group. CUE Financial Group and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Show less
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Alliance Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Office Manager/Client Relationship Manager
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Jul 2021 - Oct 2021
First point of contact for existing and new prospective clients while creating a positive and inviting environment. Answered inbound calls, providing appropriate direction and solving customer inquiries when possible and appropriate. Maintained office compliance policy. Processed and prepared account paperwork for clients. Analyzed and optimized operations including scheduling, social media, supplies, and other clerical services. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less
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Waddell & Reed
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United States
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Financial Services
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700 & Above Employee
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Administrative Assistant
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Aug 2020 - Jul 2021
Welcoming clients and guests to the office, making outbound calls to schedule appointments for advisors, answering inbound calls, maintaining compliance logs, completing and processing account paperwork and assorted other administrative duties. Welcoming clients and guests to the office, making outbound calls to schedule appointments for advisors, answering inbound calls, maintaining compliance logs, completing and processing account paperwork and assorted other administrative duties.
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American Heart Association
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Heart Guide
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2018 - 2019
Educated grade school children on how to live a heart-healthy life, according to guidelines provided by the American Heart Association. Led tours of approximately 25 to 30 children through 8 different exhibits. Assisted with coordination of schools, as well as the tour schedule. Educated grade school children on how to live a heart-healthy life, according to guidelines provided by the American Heart Association. Led tours of approximately 25 to 30 children through 8 different exhibits. Assisted with coordination of schools, as well as the tour schedule.
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Carrabba's Italian Grill
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United States
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Restaurants
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700 & Above Employee
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Hostess
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2017 - 2017
Worked closely with management to resolve customer concerns, in addition to training new hires. Welcomed and seated arriving patrons while presenting a professional appearance, as well as answered phones, cleaned tables, and served food as needed. Worked closely with management to resolve customer concerns, in addition to training new hires. Welcomed and seated arriving patrons while presenting a professional appearance, as well as answered phones, cleaned tables, and served food as needed.
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George Of New York Inc
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United States
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Personal Care Product Manufacturing
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Front Desk Receptionist
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2015 - 2016
Greeted and served refreshments to arriving clients while presenting a professional appearance. Worked as part of a team to create a positive work environment. Answered phones, cleaned the salon, and booked appointments both over the phone and in-person. Balanced cash register and daily receipts. Greeted and served refreshments to arriving clients while presenting a professional appearance. Worked as part of a team to create a positive work environment. Answered phones, cleaned the salon, and booked appointments both over the phone and in-person. Balanced cash register and daily receipts.
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Education
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2016 - 2019
Arizona State University
Political Science, International Studies
Community
