Ali Bircher Email & Phone Number

Camp Hill, Pennsylvania, United States

Ali truly believes our clients’ experience with our firm, is key to our success. Starting in the industry in 2012, she has had the privilege of experiencing all aspects of the firm from administrative, to operational, to client facing, to management. Ali focuses on elevating and building long-term relationships with new and existing clients, amplifying.

Responsible for ensuring profitability and growth of the office through effective and efficient managing the placing, processing and supporting of all surety bonds across the country.

Responsible for managing the day-to-day operations that link the segments of the business together as well as work with my operations team, financial advisors and our executive team, to bring new clients to the practice. My responsibilities include:Practice Development ProjectsTechnology ManagementOpportunity DevelopmentClient/Community Relationship.

Harrisburg, Pennsylvania

Assist with the day to day operations of the firm that link both investments and wealth planning, work with our new clients to coordinate a seamless on-boarding process and establish a client/advisor relationship with River Wealth, business development activities, CRM reporting, quarterly reports process and provide additional support to the COO. As.

As our Client Service Manager, Ali's top priorities are handling all client relations, paperwork, daily correspondence, arranging educational courses, marketing/community events and will more than likely be the first face you will see at our office. All while promoting excellent customer service and prompt follow-up to client requests. Ali ensures smooth.

Business Administration And Management, General

Education record