Toni Groven
Client Services Manager at Fbb Capital Partners
Based in Bethesda, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Bethesda
Industry
Financial Services
Company size
35
Contact information
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t•••••••@fbbcapitalpartners.com
Phone
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Background
About Toni Groven
FBB Capital Partners is an independent wealth management firm. Our employee-owned structure fosters and environment of independent thinking, free from the constraints of corporate interests. As a fee-only advisor, we avoid the conflicts of interest inherent in traditional brokerage and many other financial advisory arrangements.FBB Capital Partners’ mission is to provide our clients with the peace of mind and confidence they need to lead more financially secure lives. We encourage our clients to call us first, and through a true partnership, we aim to exceed their expectations every day.My expertise include:• Collaborate with internal departments and external professionals to achieve clients’ objectives.• Striving to reach efficiencies in all aspects of Operations• Training on systems and procedures
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