James M.
Investment & Trust Services Relationship Manager at Franklin Financial Services Corporation
James M. is an experienced Investment & Trust Services Relationship Manager with a background in wealth management and fiduciary relationships. James has a proven track record of exceeding asset growth and revenue growth goals, as well as providing comprehensive financial solutions to clients. James is a top-tier financial specialist in the Central PA region, known for their expertise in developing financial plans and mentoring new hires.
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Timeline
Investment & Trust Services Relationship Manager
August, 2017 - present
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