Marlene Szostak
VP Manager, CS-Individual Investor Services-Savers at Millennium Trust Company- Claim this Profile
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Bio
Irene Boksa
Marlene excels in providing excellent customer service to all clients. She works extremely well with all staff levels in a professional manner. Marlene is a loyal and dedicated employee and cares about her work, her co-workers and her clients. She always makes the effort to improve processes respect everyone's input.
Irene Boksa
Marlene excels in providing excellent customer service to all clients. She works extremely well with all staff levels in a professional manner. Marlene is a loyal and dedicated employee and cares about her work, her co-workers and her clients. She always makes the effort to improve processes respect everyone's input.
Irene Boksa
Marlene excels in providing excellent customer service to all clients. She works extremely well with all staff levels in a professional manner. Marlene is a loyal and dedicated employee and cares about her work, her co-workers and her clients. She always makes the effort to improve processes respect everyone's input.
Irene Boksa
Marlene excels in providing excellent customer service to all clients. She works extremely well with all staff levels in a professional manner. Marlene is a loyal and dedicated employee and cares about her work, her co-workers and her clients. She always makes the effort to improve processes respect everyone's input.
Credentials
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Three Pillars of Effective Leadership by Jeff Weiner
LinkedIn Learning ⋅ Course CertificateFeb, 2021- Nov, 2024 -
Jeff Weiner on Managing Compassionately
LinkedInSep, 2020- Nov, 2024 -
Leading Your Team Through Change
LinkedInSep, 2020- Nov, 2024 -
Be a Better Manager by Motivating Your Team
LinkedInJun, 2020- Nov, 2024 -
Empathy at Work
LinkedInMay, 2020- Nov, 2024 -
Excel: You Can Do This
LinkedInMay, 2020- Nov, 2024 -
Leading Change
LinkedInMay, 2020- Nov, 2024 -
Leading at a Distance
LinkedInMay, 2020- Nov, 2024 -
Leading in Uncertain Times
LinkedInMay, 2020- Nov, 2024 -
Leading with Emotional Intelligence
LinkedInMay, 2020- Nov, 2024 -
Managing Virtual Teams
LinkedInMay, 2020- Nov, 2024 -
Thriving @ Work: Leveraging the Connection between Well-Being and Productivity
LinkedInMay, 2020- Nov, 2024 -
Certified IRA Services Professional (CISP)
American Banking Association - Institute of Certified BankersJul, 2015- Nov, 2024
Experience
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Millennium Trust Company
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United States
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Financial Services
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400 - 500 Employee
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VP Manager, CS-Individual Investor Services-Savers
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Feb 2017 - Present
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Assistant Vice President, Rollover Solutions Group, Client Services
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Aug 2014 - Present
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Relationship Manager, Institutional Account Integration Group
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Jul 2013 - Jul 2014
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AVP/HSA Customer Service Supervisor
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Jun 2006 - Jul 2013
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Financial Strategy Network, LLC
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Greater Chicago Area
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Financial Paraplanner
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Jan 1986 - Mar 2001
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Education
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DePaul University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Community
