Sales and Client Relations

About

The Sales and Client Relations team at Purshe Kaplan Sterling Investments (PKS) is dedicated to fostering and maintaining relationships with clients and Registered Representatives. They focus on driving business growth through strategic outreach, identifying client needs, and delivering tailored financial solutions. This team plays a pivotal role in ensuring a seamless integration of PKS’s offerings and enhancing client satisfaction, while supporting representatives in their efforts to achieve client investment goals.