Verified recordFinancial Services

Anne Semel

Executive Office & Client Relations Associate at Whitney & Company

Based in Webster, United States

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Seniority

Other

Department

Other

Location

Webster

Industry

Financial Services

Company size

24

Contact information

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Email

1 credit

a•••••••@whitneyandcompany.com

Phone

5 credits

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Background

About Anne Semel

How am I, a former English major, an asset in a busy office setting? Well, these are the tasks I do every day - I write emails and notes, research information, draft paperwork, build procedures and processes, speak with clients and colleagues, and think critically - the same transferable skills I honed earning my degrees. I bring creativity and humor to my team. People who know me know they can count on me. I may not be the loudest voice or the first to speak in a meeting, but I am not afraid to ask questions to gain expertise and make sure what I do is done with purpose and efficiency. Strengths include Microsoft Excel, Word and Powerpoint, proofreading, research, and treating both colleagues and clients with a positive and professional experience. I have extensive experience in CRM programs such as Redtail, Salesforce, Applied EPIC, Zoho, and Keap (Infusionsoft).

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