Garrett Page
CSE WellSky
- Role
- Client Success Executive at WellSky
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Success Executive
Oct 2023 — Present · Overland Park, KS, US
Education
The University of Kansas
Bachelor's of General Studies, Major History, Minor Latin American Studies
2008 — 2013
Skills
- Opperations/ Data Processing
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investments
- Financial Planning
- Client Services
- Wealth Management Services
- Investment Management
- Strategic Financial Planning
- Financial Services
- Wealth Management
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