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Online Resumes with "Protection planning expert"
Financial Specialist - 10 Years of Experience
An experienced and licensed professional with very strong skills looking for a long term career with in a reputable financial establishment to fully utilize diverse experience in building client relationship, identifying clients’ needs, conducting research and analysis, assessing needs and suitability strategies for case design and recommendation, as well as assisting clients through the stages of implementation and periodi...
Tags for this Online Resume: Financial Planner, Protection planning expert, Series 7, Series 63, Series 66, B. S. in Accounting , Life Insurance License
