Senior Wealth Client Advisor, CFP Certificant, portfolio manager with twenty five plus years experience offering tailored financial guidance, solutions and strategies. Seasoned experience provides an in depth knowledge on a full suite wealth offering in financial planning, retail and commercial bank services and credit facilitation. Detail-oriented possessing outstanding interpersonal skills. Resourceful and proactively anticipates and identifies needs and to develop tailored solutions.
Contact Denise M. Nuñez Casale at:
401 E Las Olas
Fort Lauderale, FL 33301