FINANCIAL SERVICES EXECUTIVE
Wealth Advisor - Relationship Manager - Business Development
Dynamic, relationship-focused fiduciary with deep integrity and 19+ years of sales success building relationships and fee-only wealth management solutions for clients. Progressive experience developing strategies and collaborating with high performance teams to enhance sales and operations. Consistently exceed expectations to grow client base, improve sales coverage, coordinate support and act on valid sales results. Proven history of establishing trust and growing long-term connections with clients and internal partners.
Stern Brothers Asset Management
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