Carrick McCann
Administrative Assistant @Integrated Financial Strategies, Llc
Littleton, CO, US
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WORK HISTORY
Aug 2024 — Present
Administrative Assistant @Integrated Financial Strategies, Llc
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Denver, CO, US
Digitizing entire client database using Asana collaborative software- Orchestrating data entry, customer service/hospitality, administration, scheduling, filing, and other clerical work- Performing cold calls on orphan and prospective leads on behalf of multiple agents-Underwriting
ABOUT CARRICK MCCANN
Financial Planning Coordinator at Integrated Financial Strategies focused on financial…
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