Katie Reynosa
Client Experience Manager at KWB Wealth
- Role
- Client Experience Manager at Kwb Wealth
- Location
- Redlands, CA, US
- LinkedIn followers
- 500 followers
About Katie Reynosa
With over 15 years in the industry, I appreciate the personal relationships with clients…
Experience
Client Experience Manager
Sep 2022 — Present
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Education
California State University-San Bernardino
Bachelor's
Skills
- Investments
- Wealth Management
- Finance
- Event Planning
- Marketing Strategy
- Client Services
- Helping Clients Succeed
- Customer Service
- Series 7
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