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Online Resumes with "clilent service"
Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...
Tags for this Online Resume: clilent service, Excel, trading, planning
