Personal Information
Entreprise/Lieu de travail
Cincinnati Area United States
Profession
Chief Operating Officer
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.legalbizsuccess.com
À propos
Working with a great team of wealth advisors, client service specialist and owners, Mike and Mary Anne, to help grow HCM planning services while maintaining a high standard of care for their clients. My responsibilities include the following operational and marketing areas:
Financial Operations
Business Operations
Firm Marketing and Client Development
Business Development
Community Involvement
Information and Telecommunications Technology
Mots-clés
lawyers and law firms
billing tips
profitable
get paid
client relationships
fee agreements
client intake
risk management
social media
ethics
model rules
Tout plus
Présentations
(3)Personal Information
Entreprise/Lieu de travail
Cincinnati Area United States
Profession
Chief Operating Officer
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.legalbizsuccess.com
À propos
Working with a great team of wealth advisors, client service specialist and owners, Mike and Mary Anne, to help grow HCM planning services while maintaining a high standard of care for their clients. My responsibilities include the following operational and marketing areas:
Financial Operations
Business Operations
Firm Marketing and Client Development
Business Development
Community Involvement
Information and Telecommunications Technology
Mots-clés
lawyers and law firms
billing tips
profitable
get paid
client relationships
fee agreements
client intake
risk management
social media
ethics
model rules
Tout plus