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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a•••••••@whitneyandcompany.com
Phone
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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).
Decision-makers
Other people at Whitney & Company
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Partner & Portfolio Manager · Finance & Accounting
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Alicia Carter
Client Services & Operations · Customer/Client Service
- AMDirector
Adam Magee
Partner- Director of Wealth Planning · Other
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Colleen Whitney
Sales Representative · Sales & Business Development
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