Joseph Abood
Lead Listing Coordinator at KOVA Commercial, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
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Credentials
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Sales Associate
Florida Department of Business and Professional Regulation
Experience
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KOVA Companies, LLC
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United States
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Real Estate
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1 - 100 Employee
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Lead Listing Coordinator
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Jul 2016 - Present
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Bank of America Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Transition Specialist
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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
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Education
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University of Rhode Island
Bachelor’s Degree, Finance
Community
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