Francesca Leonard
Analyst at Carrie Hall and Associates
- Role
- Client Support Analyst at Carrie Hall And Associates
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Support Analyst
Oct 2023 — Present · Scottsdale, AZ, US
Serve as a primary point of contact for clients, supporting relationship management and servicing requests. Assist advisors with insurance solutions, estate and investment planning to facilitate client-facing presentations.
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