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    Allan Conan

    Administrative Assistant, Receptionist, and Marketing Manager

    Allan Conan has a diverse professional background in administrative assistance, financial advising, and marketing. At Thorson Financial Estate Management, he served as an Administrative Assistant, Receptionist, and Marketing Manager, handling tasks such as front desk reception, appointment scheduling, marketing activities, and client account management. Allan also worked as a Personal and Business Financial Adviser at various financial institutions including Nationwide Securities, LLC, Allstate Financial Services, LLC, Merrill Lynch, Ameriprise Financial Services, Inc., and PRUCO. His responsibilities included the review and delivery of trusts, prospecting calls, and ensuring regulatory compliance for the companies he was associated with. He played a vital role in increasing company efficiency, productivity, and profitability through strategic development of administrative and business policies.

    Allan Conan
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    Location

    Modesto, California Area