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Elizabeth Sforza, M.B.A.
Client Relationship Manager at GM Advisory Group
Experienced business professional with a strong background in client management and financial planning.
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Location
Melville, New York, United States, US
Bio
Generated by
Topline AI
Elizabeth Sforza is a seasoned business professional with 15 years of experience in client relationship management, financial planning, and legal assistance. She has worked with various companies, including GM Advisory Group, A.G. Morgan Wealth Management, LLC, Murphy & Lynch, P.C., and Modica's Broadway Market.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Client Relationship Manager
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Nov 2018 - Present
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Senior Client Services Specialist
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Dec 2017 - Nov 2018
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Client Support Specialist
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Jun 2015 - Dec 2017
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Financial Planner/Assistant
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Nov 2010 - Feb 2015
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Legal Assistant
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Jun 2006 - Nov 2010
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Cashier/Customer Service Representative
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Jun 2003 - Aug 2008
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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