Destin/Fort Walton Beach, Florida Area United States
Occupation
Financial Advisor
Industry
Finance / Banking / Insurance
About
Developed new client and strengthened current client relationships through deposit, lending, and investment products. Cross sold and closed mortgage refinance loans, home equity and home equity line of credit loans, unsecured, and auto loans. Referred client portfolio to Global Wealth and Small Business Specialists for additional products through BBVA Compass.
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