Skilled professional with 17 years of financial services industry and 8 years of practical management experience. Expertly creates customized financial strategies to meet client needs.
Established excellent working relationships and partnerships with key clients:
Executed metric-driven disciplined account planning/management touch strategy:
Partnered and provided client support:
Managed client promotion planning:
Secondary Education in Business and English with a Business Administration minor
Transferred in 1998 to Black Hills State University
Companies Worked For:
Job Titles Held:
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