Tag: Katie Vercio

What is a Relationship Manager?

by Joseph M. Maas | Mar 6, 2013 | Financial Management, Financial Planning, Investment Management, Investment Planning | 0 |

The term “relationship manager” isn’t as touchy-feely as it sounds. It isn’t someone who helps you work on your relationships. Instead, it is actually a term we at Synergetic Finance use to describe a...

Synergetic Financial Management Adds Katie Vercio To Team

by Joseph M. Maas | Jan 7, 2013 | Financial Management, Financial Planning, News | 0 |

NEWS RELEASE – January 3, 2012 Seattle-based Synergetic Financial Management, LLC has added Katie Vercio, a financial planning and investment analyst, to its experienced team of wealth managers and business consultants....