
Courtney Criswell
I am an administration and client services professional who is detail-oriented and wore many hats as an administration...
Costa Mesa, California, United States
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Courtney Criswell’s Emails [email protected]
Courtney Criswell’s Phone Numbers No phone number available.
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Courtney Criswell’s Location Costa Mesa, California, United States
Courtney Criswell’s Expertise I am an administration and client services professional who is detail-oriented and wore many hats as an administration and client services manager in the Life Insurance business. Using my mindfulness skills, I am adaptable, versatile, trustworthy, and known for developing solid relationships with staff and team members. Embraces challenges to consistently develop efficient service processes and procedures as well as maintain performance standards and metrics to measure quality. Thrives in collaborative environment to manage projects in timely manner, under budget, and remaining calm under pressure. TMH VALUE: TMH is proud to be an M Member Firm. M Member Firms are recognized leaders in the wealth transfer and executive benefits markets. Through long-term relationships with major insurance companies, Member Firms are uniquely positioned to deliver customized insurance, benefits, and investment solutions designed for the complex needs of their clients. In 2018, Tippett Moorhead & Haden became an Alera Group company. As a result, TMH has access to the resources, technical expertise and best practices of a large national firm, while maintaining our personalized, local relationships. The innovative culture of Alera Group allows us to collaborate with national partners to help meet your benefit needs. To learn more about Alera Group, visit aleragroup.com or follow them on Facebook, Twitter (@AleraGroupUS) or LinkedIn (@AleraGroup). Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Courtney Criswell’s Current Industry Tippett Moorhead And Haden An Alera
Courtney
Criswell’s Prior Industry
Argent Management
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Tippett Moorhead And Haden
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Tippett Moorhead And Haden An Alera
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Work Experience

Tippett Moorhead And Haden An Alera
Director of Client Services and Administration
Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Tippett Moorhead And Haden An Alera
Client Services Manager
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Tippett Moorhead And Haden An Alera
Administration & Client Services Associate
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Tippett Moorhead And Haden
Executive Assistant
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Argent Management
Front Desk Coordinator
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)