Ami Lawin
Sr Registered Client Associate, Link Financial Advisors at Rbc Wealth Management
Based in United States
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
United States
Industry
Financial Services
Company size
8.8K
Contact information
Reveal Ami's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
a•••••••@rbcwealthmanagement.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Ami Lawin
After 19 years in restaurants, including 12 years in management and 3 new store openings, I joined the financial services industry in 2018. I enjoy helping our clients and coordinating team operations to help our clients meet their goals.Skills include: Client relationship management, meeting planning, service requests & account applications, opportunity tracking, event planning, file maintenance. Microsoft Outlook, Salesforce, Wealthscape.Staffing, training, on-boarding, recruiting, retention, talent development, performance management, personnel file maintenance, customer service, inventory control, P&L management. Microsoft Office and Google platforms.
Decision-makers
Other people at Rbc Wealth Management
- JBManager
James Borgerding
Senior Case Manager · Customer/Client Service
- AWVp
Alison Walker
First Vice President - Financial Advisor, Portfolio Director Group · Finance & Accounting
- JOStaff
Jim Oneil
Investment Advisor · Finance & Accounting
- BGManager
Brian Gullick
Senior Project Manager · General Business & Management
- JFManager
Jesse Favre
Product Manager · General Business & Management
Build a list of verified contacts at Rbc Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Ami
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime