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Banker, Santa Monica
To acquir, retain and expand new and existing client relationships. I proactively meet with clients (face-to-face and over the phone) to discover their financial needs and recommend products and services that meet those needs, while delivering exceptional client experience.
Financial Specialist
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Specialist |
Education level: |
Associate |
Will Relocate: |
Yes |
