Alexander Petropoulos Email & Phone Number

Greater Chicago Area

Responsible for bringing new clients to the firm and building long-term relationships around financial planning.Drive client asset consolidation and prudently invest assets to execute on suggested financial plan. Partner with various Subject Matter Experts, including wholesalers and attorneys, to bring additional resources to clients.Branch Lead for customer experience, demonstrating exemplary client-focused service. Oversee Relationship Manager to assist on driving additional business and maintaining existing relationships. Mentor junior representatives, leading training on the firm’s product offerings and planning process.

Customer-centric role. Responsible for specializing in a broad range of investment products. Participate in branch seminars and sales campaigns, and drive new business by partnering with Financial Planning Consultants on client/prospect business opportunities. Consistent high achiever across all sales metrics and firm-wide initiatives.Customer Experience Coordinator for branch; appointed due to consistently receiving highly positive customer feedback.Team member of pilot group that redesigned partnering of sales and services teams; resulted in boosted production and increased client satisfaction.