• Investment Sales Assistant

    Atria Wealth Solutions (Williston, VT)
    …and direct visitors + Support the team with events, acting as an event coordinator and person of contact. + Troubleshoot minor technical and service issues + Strong ... in other departments within the credit union + Administer branch referral contests and branch referral tracking; submit branch referral tracking logs… more
    Atria Wealth Solutions (01/06/25)
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  • Sales Executive - Global Forwarding

    CH Robinson (Burlington, VT)
    …with local assigned Account Executive/Account Manager + Ensure alignment with branch strategies in forecasting, business planning, and pipeline development + Manage ... face to face visits with new prospective customers within Branch territory + Respond to sales leads generated by...your Sales Manager + Coordinate quotes with your Sales Coordinator (where applicable) and facilitate the transition of new… more
    CH Robinson (01/17/25)
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