Gerrie Gallegos
Senior Client Services Representative at Lincoln Trust Company- Claim this Profile
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Bio
Experience
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Lincoln Trust Company
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United States
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Financial Services
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Senior Client Services Representative
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Nov 2009 - Present
Work with clients interested in purchasing Real Estate, Trust Deeds and Private Corporate Debt inside of an IRA account. Review the IRS rules on what is and is not prohibited for these types of purchases. Work with clients interested in purchasing Real Estate, Trust Deeds and Private Corporate Debt inside of an IRA account. Review the IRS rules on what is and is not prohibited for these types of purchases.
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Fiserv ISS
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Financial Services
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100 - 200 Employee
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Relationship Manager II
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Jun 2007 - Nov 2009
Worked as the liason between our Financial Representatives and our back office processors to facilitate trades, distributions and any other inquiries as needed Worked as the liason between our Financial Representatives and our back office processors to facilitate trades, distributions and any other inquiries as needed
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Investment Advisor/Registered Sales Associate
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Nov 1980 - Jun 2007
A results oriented professional with over 29 years of Financial Services experience focusing on customer acquisition, customer service and rentention. A results oriented professional with over 29 years of Financial Services experience focusing on customer acquisition, customer service and rentention.
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Community
