We've been helping families and businesses make more of their finances for more than 120 years. We've shared their dreams, helped make budgets work harder and built financial plans to last them the re
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John Duarte
I am an accomplished sales leader with a track record of success in both identifying and closing new revenue opportunities, while meeting client management objectives. I have been recognized for maintaining high customer satisfaction and retention while creating repeat business opportunities, as a result of strong customer relationships.