With great tenure and 25 years of strong administrative experience, this J. Kent Candidate has worked for the past 11 years for companies in the financial/investment management industry with a focus on wealth management. Has provided support to the Chairman, Sr VP’s, financial advisors and client service representatives, and been responsible for hiring and training other administrative staff. Frequent client contact and extensive maintenance and upkeep of ACT! database and spreadsheet data entry.
To learn more about this J. Kent Candidate, call 303-777-7734
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