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Develop and/or deliver private wealth education sessions to clients and staff. Annually reviews IPS with client. Upmarket and private office environment.
Company: Rockfin Wealth Management
Upmarket and private office environment. Inventing effective marketing strategies to sell insurance plans to new clients or up-sell to current clients.
Participate in projects for our service lines with clients such financial institutions, funds and private equities, family shareholders, corporations and Trusts…
Company: Latitude Resource