Ryan Lefler
Financial Services Professional
- Role
- Senior Advisory Associate at HB Wealth
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Advisory Associate
May 2022 — Present
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.
Education
Ashford University
Bachelor's degree
Florida Institute of Technology
Master of Business Administration (MBA)
Skills
- Customer Service
- Telephone Skills
- Time Management
- Microsoft Office
- Sales
- Leadership
- Management
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