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Barbara De Boer
Director Client Service And Support at Greenup Wealth
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Work Experience
Director Client Service And Support
Oct 2023 - Present · 1 years and 3 months
Director Relationship Manangement
Jul 2013 - Jul 2023 · 10 years
Senior Registered Client Associate
May 2011 - Jul 2013 · 2 years and 2 months
Company Details
2-10 Employees
The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
7300 W 110th Street Suite 700 Overland Park, KS 66210, US
Keywords
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