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Pittsburgh Chinatown 匹兹堡中国城商业网论坛－－Client Support Specialist

aophie

发表于 2024-11-28 07:32:34

Pittsburgh Chinatown 匹兹堡中国城商业网论坛－－Client Support Specialist

Rona Rafal is a professional in Vancouver, British Columbia’s bustling private wealth management sector. She currently holds the title of Client Support Specialist at IA Private Wealth, where she plays an important role in enhancing relationships between the firm’s financial advisors and its clients. Here, she is responsible for compiling client profiles, assembling detailed portfolio reports, creating marketing materials, planning client events, and managing both incoming and outgoing communications. Rona Rafal Vancouver

aophie 编辑于2024-11-28 07:33:34

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