Occupation:Executive Vice President |
Location:North Palm Beach, FL |
Education Level:Master |
Will Relocate:YES |
Description
Accomplishments Project Management: Initiated Charitable style of bringing in new clients Successful matrix system utilized in all 3 regional offices Implemented and increased client book by 400% Managed three regional offices of charitable services discretionary monies Women, Wealth and Wellness seminars for all banks consulted with small boutique firms on above
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