Gary Bach
Overview
32
32
years of professional experience
Work History
College Financial Advisor
Self-employed
08.1992 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science - Marketing
Boston University
Boston, MA08.1966
Affiliations
- veterans admin
Timeline
College Financial Advisor
Self-employed
08.1992 - Current
Bachelor of Science - Marketing
Boston University
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