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Client Services Team

About

The Client Services Team at SHORTS is dedicated to fostering strong, long-term relationships with clients, ensuring they receive proactive and tailored financial advice. This team leverages their collective expertise across various specialties, from private client services to healthcare finance, to identify opportunities that enhance clients' businesses and personal finances. With a focus on reliable and innovative solutions, they work collaboratively to deliver exceptional service, embodying the firm's core values of proactivity, human connection, and seamless integration of knowledge.