Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial underwriting. Continuously monitor and review client portfolios to ensure policies remain relevant, efficient
customer service area we focus in, such as Wealth portfolios, short term insurance, Financial, and other areas
Technology, or related field.
Manage full accounting and tax function of client portfolio. Produce monthly management reports. Full accounting
Information Technology, or related field. Strong portfolio showcasing your Angular projects and other relevant
company book of clients to meet and review their portfolio providing professional financial advice and offerings