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Jennifer Surmacz
Chief Counsel at Csi Financial
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Work Experience
Chief Counsel
Jan 2018 - Present · 7 years
Staff Attorney
2017 - 2018 · 1 years
bryan cave
Attorney At Law
Oct 2015 - Sep 2016 · 11 months
Company Details
11-50 Employees
CSI Financial Group works in a partnership with Financial Advisors that share the desire for increasing production. We are dedicated to making sure that every advisor we work with is given the resources to be successful. With the Team Approach that we employ you'll have over 250+ Years of experience to rely upon at CSI Financial Group. We have refined and developed a proprietary process that has solved the traditional client acquisition struggles. Our mission statement is to create and cultivate a truly meaningful relationship with all the advisors we work with. If you're looking to transform your business and take your practice to the next level, work hand-in-hand with us at CSI Financial Group. Visit our website to learn more about what we offer! www.CSIFinancialGroup.com
Year Founded
2014
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
11225 N. 28th Dr C100 Phoenix, Arizona 85029, US
Keywords
Financial Product TrainingInsurance ProductsRetirement Income PlanningFinancial ManagementCase DesigSaleseState PlanningSupportMarketingMentoring
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