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Personal Financial Advisor - 20 Years of Experience - Near 33186

Occupation:

Personal Financial Advisor

Education Level:

Master

Will Relocate:

YES

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PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior research skills. * Displays a dedicated and goal oriented work ethic with a vision to exceed corporate goals.

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