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Financial Analyst - 5 Years of Experience - Near 85750

Areas of Expertise * Customer Interactions * Client Onboarding * Report Development * Market Research * Client Document Compliance * Transaction Expertise * International Referrals * Renewal Process Protocols * Fluent: English, Spanish EXPERIENCE HIGHLIGHTS BANKERS LIFE, Tucson, AZ, April 2017 - Present Insurance Agent Coordinate with client base in understanding life insurance offerings and best product purchasing based on...

Tags for this Online Resume: Management, Market Research, Referrals, Research, Wealth Management, Wire Transfers, Compliance, English Language, Insurance, spanish, Client Onboarding, Microsoft Office, Data Research