Director, Case Strategy (East York)

Director, Case Strategy (East York)

22 Oct
|
Platform Financial Group
|
East York

22 Oct

Platform Financial Group

East York

Oversees the end-to-end execution of complex life insurance and estate planning cases for high-net-worth clients, coordinating multiple stakeholders, ensuring quality, and developing educational materials.

📌 Director, Case Strategy (East York)
🏢 Platform Financial Group
📍 East York

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