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TERRY K

Executive Vice President - 20 Years of Experience - Near 33408

Occupation:

Executive Vice President

Location:

North Palm Beach, FL

Education Level:

Master

Will Relocate:

YES

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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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