I bring with me to Smalley over ten years of customer service experience, including recruiting corporate clients with her role at Marcus Evans in Chicago, and working with both clients and advisors with my job at Jackson National Life.
Smalley Investments is a boutique wealth management firm located at 2900 West Road in East Lansing, specializing in managing retirement plans for small businesses and non-profits, and providing financial planning and investment advisory services for individuals and families.
I will be the point of contact for clients, handle marketing for the firm, perform insurance support, and coordinate client events.
||Client Services Representative
Michigan State University, Bachelors Degree, East Lansing, MI
||Lansing Catholic Central, Lansing, MI