Connie Rawson
Administrative Assistant at Securities America Inc
Based in Sammamish, United States
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Seniority
Staff
Department
Operations
Location
Sammamish
Industry
Financial Services
Company size
467
Contact information
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c•••••••@securitiesamerica.com
Phone
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Background
About Connie Rawson
Focused on support to financial advisors for individuals and 401(k) plans. Providing client relationship support on all levels as well as preparing reports and info for client meetings. Resolving compliance issues as mandated by our broker/dealer. Maintaining office procedures and continuing education annual requirements. Former FPQP designation and various continuing education classes to provide premium level of service to our advisors. I value volunteerism and have contributed time to the following organizations: SAMMI Awards Foundation, Cub Scouts and Boy Scouts, ISD Art Docent programs, Echo Glen Children’s Center, Issaquah Schools Foundation, Eastside Baby Corner, ISD Reflections Program.
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