4,0
22 jan 2023
Voormalige werknemer, meer dan 8 jaar
Atlanta, GA
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht
Pluspunten
Great experience coaching relationship managers, using our proprietary planning tool, on how to create a financial plan which included: managing the data input, understanding the output and addressing cross-selling opportunities for both products and services.
Minpunten
FEE ONLY was not an option