Travis Kania
My name is Travis P. Kania and I have strong educational background in retail financial sales and Sales management. My expertise encompasses all aspects of investment process, creating personalized financial strategies, and offering suitable investment products to align with client financial goals and needs. I am capable of prospecting and identifying new clients to drive sales of suitable investment products and strategies. I am a reliable and intellectual associate with strong abilities to maintain a pipeline of clients for investment strategies by revamping investment proposals in line with financial capabilities of clients while ensuring compliance with established policies and procedures. I have a track record of providing outstanding services to clients by interacting with them and fostering a comfortable environment to acquire necessary details. I posses strong business acumen and innovative mindset: able to educate and advise clients through the investment process.
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