Jamie Garcia

Client Services Supervisor @Ally

West Palm Beach, FL, US
EMAILS
j••••••••@ally.com
MOBILE NUMBERS
+17•••••••82

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WORK HISTORY

Sep 2023 — Present

Client Services Supervisor @Ally

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West Palm Beach, FL, US

EDUCATION

2016 — 2018

University of Florida

Bachelor's degree, Business and Personal/Financial Services Marketing Operations

ABOUT JAMIE GARCIA

17+ years, I\'ve successfully helped clients achieve life goals through financial guidance. My experience includes holistic financial planning, with next steps including a CFP designation. Partnering with our experts in different areas of finance allows the best solutions for clients and prospective clients. Currently, I’m a Licensed Investment Trader and love the challenge, as well as gaining priceless knowledge around the stock market. “At its core, the idea of purpose is the idea that what we do matters to people other than ourselves.” -Angela Duckworth, Grit

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