Katie Syring

Senior Client Service Manager

Role: Senior Client Service Manager at Larson Financial
Location: Austin, TX, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Senior Client Service Manager
Larson Financial
Mar 2014 — Present · Austin, TX, US

Education

Tyler Junior College
Dance
2008 — 2010
Texas State University
Bachelor of Science (B.S.), Consumer Affairs and Fashion Merchandising
2010 — 2013

Contact information

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Work email
•••••@larson.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Larson Financial

Financial Services · 190 employees · Founded 2006 · St. Louis, Missouri, United States

Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. We specialize in: -Asset Protection -Investment Management -Tax Planning -Employee Benefits & Pensions -Practice Management -Retirement Planning -Contract Negotiation -Mortgage Planning -Risk Management -Estate Planning At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.

larson.com

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Experience

Senior Client Service Manager

Education

Tyler Junior College

Texas State University

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