Karen Wilson
Executive Assistant @Theadvisorcoach.Com Helping Financial Advisors Get More Clients
Philadelphia, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2018 — Present
Executive Assistant @Theadvisorcoach.Com Helping Financial Advisors Get More Clients
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In this role, I manage many of the day-to-day tasks at TheAdvisorCoach.com, ranging from scheduling appointments to following up with clients to reaching out to interested prospects. I take great pride in being able to help financial advisors and create a measurable positive impact on their lives.
EDUCATION
N/A
University of Delaware
Bachelor's degree
ABOUT KAREN WILSON
I am a huge people-person and I’ve always had a passion for the financial services…
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