Aliree is a client service Representative. Aliree brings in a high level of experience to clients. She works diligently with them to find a strategy that best suits their needs. Her role and mission at Strategic Wealth Group is to provide a variety of customer service and administrative tasks to resolve clients issues quickly and efficiently.
Aliree has several years experience in the banking industry. She has served customers by managing documents, information, and financial transactions successfully, in an well organized, efficient, and secure manner. She Builds awareness of new products and services. She also Identifies customer needs to capitalize on business referral opportunities.