Sunnie Mills Email & Phone Number

Passionate about people and customer service. Specializing in making clients feel appreciated, important and valued. If you do what you love, you'll never work a day in your life!

Listed skills include Finra Series 63, Finra Series 22, Ca Notary Public, Real Estate, and 31 others.

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  Relationship Manager

  Cws Capital Partners

  Nov 1997 - Present - Newport Beach, Ca

  In my position as Relationship Manager, I have the great pleasure of servicing the needs of each of our 1200+ private investors. From investing their money to ongoing communications throughout the hold period of their investments, they are my very top priority. I pride myself on getting to know our clients on a more personal level. This helps me understand both their long-term and short-term investment goals. I take customer service very seriously and am passionate about ensuring that my clients investment needs are not only met, but suitably met. I believe that prospective clients should take the time necessary to get to know any investment company they are considering. CWS Capital Partners is built on a solid foundation of respect, honesty where ethical dealings paramount. We are dedicated and committed to client satisfaction. The values of the CWS are values that I also apply to my everyday life. It is rare to find an investment company with a culture as unique as the culture which we embrace at CWS. Being a private company, where referrals are the highest form of compliment we can receive, it has been and continues to be my number one priority to see to it that our clients are provided only the highest level of customer service and attention to detail. With so many other options and places where people can place their hard earned dollars, it is very rewarding to know that my ability to manage the relationships with our investors contributes to their overall satisfaction and continued trust and investing with CWS.

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  Morro Bay High School

  N/A