Aurielle West
Aurielle West
Member for 2 years
4 ratings & reviews completed
Average rating:
Reputation: 258
| Title | Para Planner |
|---|---|
| Job Type | Professional |
| Department | Finance and Accounting |
| Company | Pacific Capital |
| Industry | Financial Services |
| Size | 11-50 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
Redtail CRM | 1 year | |
Microsoft Teams | 2 years | |
Salesforce Lightning Platform | 6 years | Advanced |
Microsoft 365 | 3 years | |
RightCapital | 1 year | |
Nitrogen Growth Platform | 1 year | Intermediate |
Password Boss | 2 years | Proficient |
YCharts | 1 year | |
Zoom Workplace | 3 years |
Badges
Pundit- Unified Communications as a Service (UCaaS)
Pundit- Financial Services CRM
Pundit- AI Document Creation
Pundit- AI Meeting Assistants
Pundit- AI Writing Assistant Software
Pundit- Appointment Scheduling
Pundit- Collaboration
Pundit- Interactive Whiteboard
Pundit- Internal Communications
Pundit- Meeting Management
Pundit- Screen and Video Capture
Pundit- Virtual Classroom
Pundit- Web and Video Conferencing
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| YCharts | Dec 18, 2024 | ||
| RightCapital | Dec 18, 2024 | ||
| Orion Practice Management System | Dec 17, 2024 |