Derek Thompson Email & Phone Number

Greater New York City Area

Greater New York City Area

Iselin

Executed paper trades for Financial Professional on the PruChoice Command platform. Activated accounts on the program. Ensured that Client Questionnaires (RFPs) were in good order. Performed,quality and assurance on all trades, and account setups. Actively searched PruChoice, E-mail database to follow up with financial professional correspondence, while communicating with customer service desk via im chat, to answer further questions from Financial professionals on the PruChoice trading process. Managed the trades not returned report, rebuilding portfolios if MAPS system didn’t calculate the trade.

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesCRN201212-143649

Scott Michaels & Company., Inc. helps individuals, public and private companies, and a variety of organizations recognize promising financial opportunities that meet their investment objectives by providing them with highly individual professional investment advice.

Assisting clients and Finanical advisor with account services ranging the gamut of equity to cma transactions. Series 7 and 63 licensed.

•Provided value-added operational recommendations to 15 Internal Sales Specialists•Created and implemented inclusive diversity programs on a 6-person IWM Diversity Team•Participated in Six Sigma trainging to foster an attitude of constant improvement and performance of only value-adding actions