Personal Information
Organização/Local de trabalho
Cincinnati Area United States
Cargo
Chief Operating Officer
Setor
Finance / Banking / Insurance
Sobre
Working with a great team of wealth advisors, client service specialist and owners, Mike and Mary Anne, to help grow HCM planning services while maintaining a high standard of care for their clients. My responsibilities include the following operational and marketing areas:
Financial Operations
Business Operations
Firm Marketing and Client Development
Business Development
Community Involvement
Information and Telecommunications Technology
Marcadores
lawyers and law firms
billing tips
profitable
get paid
client relationships
fee agreements
client intake
risk management
social media
ethics
model rules
Ver mais
Apresentações
(3)Personal Information
Organização/Local de trabalho
Cincinnati Area United States
Cargo
Chief Operating Officer
Setor
Finance / Banking / Insurance
Sobre
Working with a great team of wealth advisors, client service specialist and owners, Mike and Mary Anne, to help grow HCM planning services while maintaining a high standard of care for their clients. My responsibilities include the following operational and marketing areas:
Financial Operations
Business Operations
Firm Marketing and Client Development
Business Development
Community Involvement
Information and Telecommunications Technology
Marcadores
lawyers and law firms
billing tips
profitable
get paid
client relationships
fee agreements
client intake
risk management
social media
ethics
model rules
Ver mais