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Lori Welch
Case Manager at Bka Financial,
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Work Experience
Case Manager
Apr 2017 - Present · 7 years and 8 months
Driver Helper
Nov 2016 - Dec 2016 · 1 months
o'ryans sports bar & grill
Manager And Bar Tender
Jul 2015 - Present · 9 years and 5 months
Company Details
51-200 Employees
BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPAs, and Attorneys.
Year Founded
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Social Media
Linkedin
Industry
Insurance
HQ Location
244 West Water St. Suite 200 Elmira, New York 14901, US
Keywords
Estate PlanningPoint of SaleInsurance ProcessingNational Institutional FirmsAdvanced Case Desig
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