Areas of Expertise:
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- Sales support
- Client asset / relationship management
- Advisor fee billing |
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Education/Experience:
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- Joined the firm in 2011
- The University of Iowa, Iowa City, IA
-- B.B.A.
- Kirkwood Community College
-- Spanish
- Iowa Insurance producer for life
- 6 years in the Financial Services industry
- 15 years IT - programmer/analyst and help desk support |
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