Anne Anderson Email & Phone Number

With over 15 years of experience in the financial services industry, I am a passionate and dedicated director of client services with a focus on helping clients achieve their financial goals and dreams. I hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials, which demonstrate my expertise and commitment to the highest standards of ethical and professional practice. I also have strong skills in customer relationship management (CRM) and financial planning, which enable me to provide exceptional service and guidance to our clients. As a director of client services, I led a team of talented and motivated professionals who work collaboratively with our advisors and partners to deliver customized and comprehensive solutions to our clients. I also oversaw the operations and compliance of our firm, ensuring that we adhere to the best practices and regulations of our industry. I am driven by the mission to help clients create and preserve wealth, as well as to make a positive impact on their lives and communities. I am always looking for new opportunities to learn, grow, and innovate in my field, and to bring diverse perspectives and experiences to any team.

Listed skills include Financial Planning, Finance, Long Term Care, Financial Analysis, and 7 others.

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  University Of Wisconsin-Eau Claire

  Health Care Administration