Develop internal and external referral networks and centers of influence in an effort to source new affluent client household opportunities, and source or refer Fulton Financial Advisors institutional, wealth, and fiduciary business.
March 30, 2020
Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority.
March 10, 2020
Develop strong working relationships with regional bank and partner leadership, and sales team members.
February 04, 2020