Client Retention Strategy Session Employee Directory

Q: What is Client Retention Strategy Session known for?

Client Retention Strategy Session was founded in 2018. Client Retention Strategy Session operates in the Banking industry.

BankingUnited States0-1 Employees

▶︎ SEE IF IT MAKES SENSE TO OFFER YOUR CLIENTS AND EMPLOYEES CONCIERGE MORTGAGE SERVICE

▶︎ FOR DIVORCE ATTORNEYS: During this 15-minute call, we will discuss some of the challenges your clients can face in obtaining mortgage financing as a result of the terms spelled out in the decree and how we can partner to avoid having any terms prohibit your client from taking over and/or purchasing property post-divorce. 

▶︎ FOR BUSINESS MANAGERS AND CPA’S: During this 15-minute call, we will discuss some of the challenges your clients and employees could experience in obtaining mortgage financing for a new home or investment property and how we can partner together to preempt these potential issues. 

▶︎ FOR BOTH GROUPS: You will have 100% clarity on if it makes sense to move forward into developing a business relationship with me. If after our session, we determine we want to work together to provide these concierge services to your clients and employees, we can discuss the next steps. 

▶︎ PROVEN RESULTS BASED STRATEGIES: All my strategies are EXACTLY what I have used to get myself and my clients the absolute best mortgage financing. 

▶︎ CLAIM YOUR COMPLIMENTARY SESSION HERE: Select a time that suits for us to talk about your business: (Insert link to custom Scheduler)
 
Los Angeles, Bel-Air, Palos Verdes, San Marino, Pacific Palisades, La Canada Flintridge, Beverly Hills, Hidden Hills, Calabasa, Encino, Santa Monica, Rancho Palos Verde

Find Client Retention Strategy Session employees' phone numbers or email addresses

Client Retention Strategy Session Global Highlights

North America
10

United States Of America
10

Client Retention Strategy Session's Leadership

D. T.
Regional Manager
Mobile Phone
Email
K. A.
Loan Coordinator
Mobile Phone
Email

Contact profiles from Client Retention Strategy Session

Name

Title

Contact Info

Location

Last Update

D. T.
Regional Manager
Mobile Phone
Email
United StatesTexas
Jul 31, 2025
K. A.
Loan Coordinator
Mobile Phone
Email
United StatesKansas
Jul 08, 2024

Frequently Asked Questions

What is Client Retention Strategy Session known for?

Client Retention Strategy Session was founded in 2018 operates in the Banking industry. The company's main headquarters is located in 9465 Wilshire Blvd, Suite 300 Beverly Hills, California 90212, US. Explore Client Retention Strategy Session's company overview page for more information.

What is Client Retention Strategy Session's most common email format?

Client Retention Strategy Session employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Client Retention Strategy Session email formats with LeadIQ.

How many employees does Client Retention Strategy Session have currently?

Client Retention Strategy Session has approximately 1 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Client Retention Strategy Session's key employees and leadership?

As of October 2025, Client Retention Strategy Session's key employees include:

Regional Manager: D. T.
Loan Coordinator: K. A.

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