Maria E. Socarras
Kaufman Rossin Wealth LLC
- Role
- Director of Client Relations at Kaufman Rossin
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Maria E. Socarras
As the Director of Client Experience at Kaufman Rossin Wealth, I am responsible for…
Experience
Director of Client Relations
Jan 2021 — Present
Education
Florida International University
Bachelor of Business Administration - BBA, Major in Finance
1981 — 1985
Skills
- Major Gift Cultivation
- Private Banking
- Banking
- Risk Management
- Treasury Management
- Cash Management
- Nasd Series 7, Series 66 and Series 63 Investment Licensed
- Commercial Lending
- Credit
- Interpersonal Relationships
- Loans
- Relationship Development
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