Verified recordFinancial Services

Jacqueline Sarlo

Client Services Manager at Bernardi Securities, Inc

Based in Chicago, United States

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Seniority

Manager

Department

Customer/Client Service

Location

Chicago

Industry

Financial Services

Company size

Contact information

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j•••••••@bernardisecurities.com

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Background

About Jacqueline Sarlo

STRENGTHS - Numeric acumen exhibited by a proven track record in energy trading and scheduling for a Fortune 500 company, municipal utility auditing, and financial trading- Verbal and written communication with ability to break down complexities and relate them to others- Ability to thrive in a fast-paced environment. SKILLS - Proficiency in Microsoft Excel, Word, Office, PowerPoint, Project, and Visio- Project management and coordination including process development and mapping- Client relations and vendor management- Problem solving- Legal and ordinance research- Curriculum development, on-boarding, and training. SPECIALTY EXPERIENCE Projectmates; SAP; Construction documents; Lien waivers and affidavits; Leases and tenant improvement funds; Open Access Same Time Information System (OASIS).

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