4,0
22. Jan. 2023
Ehemaliger Mitarbeiter, mehr als 8 Jahre
Atlanta, GA
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CEO-Befürwortung
Geschäftsprognose
Pros
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.
Kontras
FEE ONLY was not an option