Joseph Abood

Lead Listing Coordinator at KOVA Commercial, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Sales Associate
    Florida Department of Business and Professional Regulation

Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Lead Listing Coordinator
      • Jul 2016 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Transition Specialist
      • Oct 2015 - Apr 2016

      • Responsible for client profiling, education of clients on Merrill products and services, and client retention. • Assisted account holders and beneficiaries with required documentation with transferring and distributing assets. • Assured timely review and distribution of assets while adhering to ML/BAC procedures and guidelines. • Studied for Series 7 & 66: Equities, Debt, Options, Trading Markets, Customer Accounts, New Issues, Investment Companies, Taxes & Tax Shelters, Regulations, Analysis Show less

Education

  • University of Rhode Island
    Bachelor’s Degree, Finance
    2009 - 2013

Community

You need to have a working account to view this content. Click here to join now