Christopher Twining Email & Phone Number

Cape Coral, Fl, Us

Sw Florida

Fort Myers, Florida, United States

Fort Myers, Florida Area

Cleveland/Akron, Ohio Area

Pension Builders & Consultants is a very successful RIA on Cleveland's West Side looking to expand our footprint by seeking top talent to join the firm. Our existing client base is the qualified plan market as well as high net worth individuals and small business owners. We are a true independent firm and not required to validate any form of Home Office contract. Contact me via LinkedIn if you are interested in potentially taking your practice to the next level.------------------------------------------------------------------------------------------------------------------------------------Previous projects include:* Working with a team of sales professionals to automate and streamline sales processes.* Assisting an equipment distributor in establishing a profitable cash flow model.* Providing guidance for a prestigious financial services organization to implement a sustainable online recruiting and retention program as well as strengthening compliance and controls procedures.* Working with an independent financial firm to map out a cost savings model without sacrificing service levels to current clients.FINRA Series 7, 66, & 24, Process Automation, Financial Controls, Sales Management, Vendor Management, Recruiting & Training.

Work with a team of professionals to provide support services to financial advisors and registered representatives. Our team consisted of Marketing, Compliance, Business Processing, Recruiting, Technology, and financial operations.

Kansas City, Missouri Area

Was responsible for recruiting and training financial advisors as well as for reaching an overall sales goal.

Provided education for clients with respect to meeting their financial goals through vehicles such as investments, annuities, and risk protection products.