Barbara Wright
Client Relationship Manager at Tipping Point Wealth
Based in New York, United States
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Seniority
Manager
Department
Customer/Client Service
Location
New York
Industry
Financial Services
Company size
10
Contact information
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b•••••••@ameripriseadvisors.com
Phone
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Background
About Barbara Wright
I work with a team of Financial Advisors to ensure all clients and prospects needs are met. Building long-term relationships with key clients. Addressing client challenges. Some of my duties include, but are not limited to, client relationship building, oversee operations, communication with internal team members and CEO support. I help execute marketing initiatives to target clients, centers of influence and prospects. I am proficient in Salesforce, Wealthscape, eWealthManager, Portuguese and Microsoft Office.
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