Robin Delre
Client Services Manager at Schaefer Wealth Management, Inc
Based in Waterloo, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Waterloo
Industry
Financial Services
Company size
2
Contact information
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r•••••••@schaeferwealthmanagement.com
Phone
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Background
About Robin Delre
Experienced Client Services Manager with a demonstrated history of working in the financial services industry. Skilled in Managed Services, Business Development/Management, and Sales Operations. Redtail CRM administrative use (11+ yrs), as well as Charles Schwab Advisors platform administration (7+ yrs), with Associates Degree focused in Political Science from Southwestern Illinois College.
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