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E.M. (Annandale, VA)

E.M. is a financial services professional with 10+ years of operations, financial analysis, and client service experience. For the past six years, E.M. has served as the first point of contact for all clients of the highest producing broker of a financial services firm. She manages the day-to-day operations of the firm’s local office; coordinates client meetings; manages the investment process for clients from due diligence to final sale; oversees client retention and existing portfolio management; analyzes and reports information on all active holdings to investors; and maintains the CRM database. From 2010-2012 E.M. supported and generated new business for the top-producing Regional VP at Steben & Company. From 2007-2010, she supported two External Wholesalers in managing and growing a large client base in New York and the Northeast. In both positions, she was responsible for maintaining the entire client database, onboarding new clients, generating new prospects, and client retention. She has a Bachelors from Widener University and active Series 7 and 63 licenses.

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