Barbara Wright

Barbara Wright Email and Phone Number

Client Relationship Manager @ Tipping Point Wealth
New York, NY, US
Barbara Wright's Location
New York City Metropolitan Area, United States
Barbara Wright's Contact Details

Barbara Wright work email

Barbara Wright personal email

n/a
About Barbara Wright

I work with a team of Financial Advisors to ensure all clients and prospects needs are met. Building long-term relationships with key clients. Addressing client challenges. Some of my duties include, but are not limited to, client relationship building, oversee operations, communication with internal team members and CEO support. I help execute marketing initiatives to target clients, centers of influence and prospects. I am proficient in Salesforce, Wealthscape, eWealthManager, Portuguese and Microsoft Office.

Barbara Wright's Current Company Details
Tipping Point Wealth

Tipping Point Wealth

View
Client Relationship Manager
New York, NY, US
Website:
tippingpointwealth.com
Employees:
11
Barbara Wright Work Experience Details
  • Tipping Point Wealth
    Client Relationship Manager
    Tipping Point Wealth
    New York, Ny, Us
    View
  • Bedrock Wealth Strategies
    Head Of Client Relations
    Bedrock Wealth Strategies Apr 2023 - Present
    Remote
    Work to build, maintain and strengthen the company's relationship with clients. Build strategies to overcome any challenges the business may face. Communicate with clients to better understand what goals they aim to accomplish and demonstrate how our service can help them meet these goals and objectives.
    View

Barbara Wright Education Details

Frequently Asked Questions about Barbara Wright

What company does Barbara Wright work for?

Barbara Wright works for Tipping Point Wealth

What is Barbara Wright's role at the current company?

Barbara Wright's current role is Client Relationship Manager.

What is Barbara Wright's email address?

Barbara Wright's email address is bw****@****ies.com

What schools did Barbara Wright attend?

Barbara Wright attended University At Albany, Suny.

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