CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP is a financial services company based out of 121 BOONE RIDGE DRIVE, SUITE 2004, JOHNSON CITY, Tennessee, United States.
During my time at Lindamood Financial Group, I :• Shadowed client meetings• Brought in new clients within my network• Assisted with financial plans• Helped with documentation physically & digitally• Researched market news• Assisted the advisors I worked with