Description
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evaluation, and opportunity identification. Utilizes unwavering analytical, interpersonal, and organizational skills to establish goals, implement strategies, and contribute to an organization's bottom line.
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