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Niki Canotas
  • San Jose, CA
  • United States
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Profile Information

What company (companies) do you represent?
Mobius Financial Network
Website:
http://mobiusfinancial.net
Where is your personal office? (City, State/Province, Country)
San Jose, CA
Describe your company's offerings
Financial Advisor
Which industry do you represent? (How would a client or partner label your service offering?)
Other
Which titles make purchase decisions for your offerings?
Finance
Do you target specific types or sizes of companies? If so, please explain.
OPEN
Who are your power partners? (Who refers business to you? What business are they in?)
HR, CPA and Networking groups
What are some symptoms that a prospect might need your offering?
Financial misunderstanding and Planning for retirement
What differentiates you as a possible business partner?
Women in Financial Services
 
 
 

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