April 19, 2023

00:07:03

Why We Don't Have Account Managers

Why We Don't Have Account Managers
PTC Point of View: A Retirement Podcast
Why We Don't Have Account Managers

Apr 19 2023 | 00:07:03

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Show Notes

Carrie Cook, CEO of Preferred Trust Company, explains why Preferred Trust Company doesn’t have specific account managers for each account and WHY we work as a team!


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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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