Martha Paterik
Client Service Manager at The Retirement Planning Group
Based in Kansas City, United States
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Seniority
Other
Department
Other
Location
Kansas City
Industry
Financial Services
Company size
42
Contact information
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m•••••••@ceteraplanningpartners.com
Phone
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Background
About Martha Paterik
Client Service/Operations Manager with over 16 years of experience. Problem solver, finding outside the box solutions to client needs. Experience with new client on-boarding and client service. Knowledgeable in the Wealth Management industry, servicing individual investors. Extensive experience assisting Wealth Mangers & Financial Advisors. Engaged in daily written and verbal communication with clients and associates. Internal staff training sessions. Series 7 & Series 66 licenses
Decision-makers
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