Liz joined the staff of the Exetor Group as Client Relations Manager in 2010. In her position, Liz assists the company’s partners, coaches and clients worldwide in program planning and support. She brings a background in management and financial planning to her position.
Prior to joining The Exetor Group, Liz helped establish and manage a small construction business, taking responsibility for payroll, accounts payable/receivable and other management operations.
Liz has also served as a licensed financial associate with both Raymond James Financial Services, Inc., and A.G. Edwards & Sons, Inc. (now Wells Fargo Advisors). She worked in estate and retirement planning and general account management. She created, organized and maintained multiple client files, including financial records, trade history and account information. She assisted in establishing the first branch of the Raymond James Financial Services in Durango, CO.
Liz brings strengths in client services and organization to her position with The Exetor Group and a commitment to anticipate as well as respond to requirements of the company’s worldwide clients and consultants.