Kathy Edgett
- Role
- Client Relationship Manager at Imagine360
- Location
- Cape Coral, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Kathy Edgett
Professional with extensive experience in the cultivation and management of institutional…
Experience
Client Relationship Manager
Mar 2015 — Present
Skills
- Problem Solving
- Cross Selling
- Financial Services
- Series 63
- Investment Products
- Asset Allocation
- Mutual Funds
- Asset Management
- Investments
- Management
- Customer Relations
- Relationship Management
- Investment Advisory
- Securities
- Retirement Planning
- Customer Service
- Investment Strategies
- Retirement
- Series 7
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