4,0
22 gen 2023
Ex dipendente, più di 8 anni
Atlanta, GA
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
Great experience coaching relationship managers, using our proprietary planning tool, on how to create a financial plan which included: managing the data input, understanding the output and addressing cross-selling opportunities for both products and services.
Svantaggi
FEE ONLY was not an option