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Skills

  • Account Management
  • Accounting
  • Client Assessment
  • Client Orientation
  • Collections
  • Compliance Consulting
  • Customer Service
  • Financial Services

Services

  • Financial Consultor

    $10/hr Starting at $25 Ongoing

    Dedicated Resource

    Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and services, such as investments, insurance...

    Account ManagementAccountingClient AssessmentClient OrientationCollections