Morgan Wagoner
Client Relationship Manager @ First Financial Consulting | Business Management
- Role
- Client Relationship Manager & Office Manager at First Financial Consulting
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Morgan Wagoner
With over 15 years of experience in finance, Morgan is a senior client relationship…
Experience
Client Relationship Manager & Office Manager
Jun 2023 — Present · Pasadena, CA, US
First Financial Consulting believes in fully empowering people to achieve their financial goals by providing totally objective financial advice. Building and Maintaining relationships with our clients. Ensuring that every client feels like they are an extremely important client and that we will do everything we can to help them achieve their financial goals. Using perseverance to search for creative solutions to any day-to-day client service needs. Coordinating with fellow advisors and Charles Schwab (custodian) when necessary. Managing and ensuring the office functions efficiently.
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