See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Helene Spoto
- Claim this Profile
- Operations Management
- Small Business
- Customer Service
- Marketing
- Client Relations Management
- Show all
Bio
Experience
-
-
Client Relations and Operations Manager
-
Feb 2008 - Present
Helene brings over 15 years of management and customer service experience to Sentry Financial Planning. She is the initial point of contact for the firm and also manages the day-to-day operations for the office. "The most important part of my job is helping to guide our clients through the financial planning process. People feel confident working with us because they know they will have support at every step of the way in order to keep things simple and organized. Whether I am scheduling appointments, answering questions, or collecting information, clients can rely on me to keep their affairs in order."
-
-
-
-
Director of Operations
-
Apr 1995 - Dec 2008
-
-
Education
-
1979 - 1982Temple University
B.A., Communications
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Marketing”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
