Overview

Client-focused manager & sales assistant with a thorough knowledge and understanding of the client service environment, financial products & markets and portfolio theory. A meticulous individual who possesses strong analytical, organizational, and management skills with a track record in cultivating existing client relationships.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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