Blanca Cruz-Morales is an experienced Operations and Billing Specialist who has worked in the financial industry for several years. Blanca has a strong background in portfolio administration, handling over 200 accounts and reconciling transactions. Blanca is skilled in client service, billing, and account management, with a focus on accuracy and attention to detail. Blanca has worked with various financial software systems and has experience in creating reports and invoices for clients. Throughout their career, Blanca has demonstrated a high level of professionalism and expertise in their field.
September, 2011 - present
Investment Operations Billing Specialist at Savant Capital Management
Investment Operations Billing Specialist at Savant Capital Management
Investment Operations Billing Specialist at Savant Wealth Management
Operations Billing Specialist, Contractor at LinTech Global
Lead Medical Operations Billing Specialist at PCP for Life