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Throughout my career in the financial services industry, I have consistently demonstrated my expertise and commitment to driving growth, managing change, and delivering exceptional client experiences. I joined QTC as an IRA Specialist in 2011 and progressed to various leadership roles, ultimately being named Executive Vice President in 2021. With over 12 years of experience, I have a comprehensive understanding of management, operational efficiencies, training, and client services. I am passionate about creating leading customer experiences and fostering long-lasting relationships.
Check out Beatriz Adkins, CISP's verified LinkedIn stats (last 30 days)
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