Michael Borck Email & Phone Number

Columbus, Ohio Area

Columbus, Ohio Area

Maintaining relationships with existing clients while establishing relationships with new ones. I try to understand what's important to my clients with consultative approach that puts their needs first, this allows me to make the appropriate recommendation for my clients financial well being.

Bexley, Oh

I offer individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities

Denver, Co

•Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced•Build trust with clients and effectively manage relationships•Ensure that the proposed products and services maximize the clients' needs, goals and objectives

Denver, Co

Cold-called small businesses in a designated territoryCultivated a territory.Scheduled and ran appointments with potential and existing small business clients.

Marketing

Education record