Is it your resume?
Client Services Financial Advisors resume in Grafton, MA - July 2025
Jennifer Lewis
Greater Boston/Worcester, MA 413-***-**** *******@*****.***
CORE COMPETENCIES
• Multi-Asset & Multi-Manager Investment
Products
• New Investment Product Launches
• Shareholder Reporting (US GAAP)
• Regulatory Reporting (SEC/DOL/IRS)
• Relationship Management
• Strategic...
If it is your resume and you want to update or delete it - please enter your email: