Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers.
Financial Planner with talent for people skills and empathy. Strong knowledge of human nature and culinary arts. Communicative and team-oriented with proficiency in excel and MS word. Proven history of fostering determination to meet team, individual and management objectives.
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