Team Apex
About
Detail
Business Owner | Financial Services | Wealth Protection | Leadership & Mentorship
United States
Résumé
Jobs
verified_user
0% verified
Senior Finance ManagerExperior Financial GroupNov 2024 - Jan 2026 (1 year 3 months)As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.- gSmall Business Ownergd ApexDec 2023 - Current (2 years 7 months)Business owner passionate about leadership, professional growth, and scalable business systems.
- GFinancial AdvisorGDCO