Description
SUMMARY OF QUALIFICATION As a professional manager and influencer I have been a part of and led teams within the retail and private client advisory group for the past ten plus years. I am a subject matter expert in client support protocols as well as experience in development of executable business processes to deliver superior customer service execution, team engagement, and cross channel partner integration. In depth knowledge of industry related wealth management analytics and client support metrics. I am an effective team mate and leader that can quickly build group enthusiasm and coordination around achieving a stated goal.
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