Liz K.
Client Service Specialist at Three Oaks Advisory Group
Based in San Francisco, United States
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Seniority
Staff
Department
Customer/Client Service
Location
San Francisco
Industry
Financial Services
Company size
9
Contact information
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l•••••••@threeoaksadvisory.com
Phone
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Background
About Liz K.
I thrive in environments where I can use my passion, drive for results and ability to problem solve to develop successful teams. I have 17 years of experience in sales, client service, and leadership roles, as well as five years of management experience. I have spent the past 12 years in the financial services industry with a focus on operations and client relationships.
Decision-makers
Other people at Three Oaks Advisory Group
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- DDStaff
David Droppo
Certified Financial Planner at Three Oaks Advisory Group · Finance & Accounting
- AKStaff
Adam Keller
Certified Financial Planner Practitioner · Finance & Accounting
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