Paige Asplin
Paraplanner @Freedom Financial Planning Llc
Mankato, MN, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Paraplanner @Freedom Financial Planning Llc
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St Peter, MN, US
Support the Financial Advisor by assessing clients\' service needs.• Work with clients to gather information to create a thorough portfolio and prepare for upcoming appointments. • Build relationships and deliver personalized service by actively listening to clients’ situations and collaborating to address their needs, inquiries, and concerns.
ABOUT PAIGE ASPLIN
I have over 10 years of experience in healthcare, starting in the Long Term Care setting…
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