About Me
Im an experienced Client Relationship Manager and Financial Consultant with a strong background in accounting and data entry. With over seven years of experience in finance, administration, and client services, I bring a versatile skill set to help businesses achieve their financial goals with precision and care.
I specialize in building trust based client relationships and developing personalized financial strategies that drive growth and stability. Skilled in financial consulting, I work closely with clients to identify opportunities, create tailored risk management plans, and ensure smooth policy renewals and claims processes. Currently pursuing my Certified Financial Planner CFP certification, I’m dedicated to expanding my expertise and delivering greater value in all my services.
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$10/hr
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