Marlee Lawson
Client Service Associate at Batik Financial
- Role
- Client Services Associate at Batik Financial
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Marlee Lawson
I’m a recent graduate of Pacific Lutheran University, where I earned my BBA with a…
Experience
Client Services Associate
Jul 2023 — Present · Lakewood, WA, US
Assists Financial Planner Steve Sarwono in helping public school employees reach financial goals-Participates in meetings between clients and financial planner, producing TVM, IRR, and projected income calculations-Performs administrative duties, keeping both paper and electronic documentation, and contacting client base.
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