Why We Don't Have Account Managers

The Preferred Way: A Retirement Podcast
19/04/2023 7 min
Why We Don't Have Account Managers

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Episode Synopsis


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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