Evan Bisson, Crpc® Email & Phone Number

Greater Omaha Area

Fluent with Retirement Planning software.Provide Investment Advice/Retirement Planning to a vast array of clients including in person and via telephone.Work with multiple business partners including bank branches to develop team based approach.Sell and maintain a growing book of business focusing on Investment Advisory Services.

Lead team of Account Managers who deliver to the highest level of service TDAmeritrade’s highest valued clients of the west coast region.Supervise daily activities of department. Monitoring both verbal and written communications to ensure compliance with securities regulations. Supervise the management of client relationships. Routinely balancing risk and profitability. Handling complex escalations when necessary.Provide guidance, coaching, and training to all team members.… Show more Lead team of Account Managers who deliver to the highest level of service TDAmeritrade’s highest valued clients of the west coast region.Supervise daily activities of department. Monitoring both verbal and written communications to ensure compliance with securities regulations. Supervise the management of client relationships. Routinely balancing risk and profitability. Handling complex escalations when necessary.Provide guidance, coaching, and training to all team members. Ensuring performance objectives are set collaboratively for all associates and that performance feedback is provided on a regular basis Preparing and conducting performance appraisals and annual reviews for team.Account Manager recruitment and staffing of professionals.Collaborating and building effective interdepartmental relationships to ensure seamless client service to TDAmeritrade’s highest value clientsEnsuring Account managers are properly developed, trained, knowledgeable of, and comply with all WSPsVarious extra project work.Coordinate outbound proactive client contact campaigns.Presidents Club as top manager in segment for 2 out last 4 quarters. Show less

Qualifications: 8= years of securities industry experience, Series 7, 63 and 24 licensed. Multiple top manager awards. Selected to premier coaching academy. A recognized leader in bringing the cross selling of products and services to TDA client services division.

Managed a high performing brokerage services team that serviced the highest valued clients in the company. Performed all facets of management such as: hiring, compliance supervision, coaching, developing, performance evaluations, payroll, strategic planning etc.

Supervise daily activities of department.Provide guidance, coaching, and training.Preparing and conducting performance appraisals and annual reviews for team.Prepare and conduct all management functions of the department.Consistently top manager, winning multiple quarterly awards.

First line support to representatives in day-to-day call center operations ensuring client-centric service delivery. Expert in TD Ameritrade products, services and industry regulations. Researches and resolves escalated issues. Interfaces with queue management teams who monitor call volumes to adjust skill-sets to ensure efficiency targets are met.Instructed TD Broker training classes.

Place equity and option trades for Ameritrade's most experienced and high account value clientele via the designated Apex trading line Provide clients with accurate information regarding their account and order status Review orders placed by clients via automated systems accurately and efficiently

Assist clients in placing equity, option, mutual fund, and stock option exercise requests

Full range of client service assistance for Ameritrade Brokerage clients.

Sell wireless communications services and products. Recognize the communication needs of customers and provide solutions. Grow and maintain strategic account plans to foster current and future relationships with customer. Prospect and cold call to generate new sales opportunities

Recognize the communication needs of customers and provide solutions. Grow and maintain strategic account plans to foster current and future relationships with customers. Prospect and cold call to generate new sales opportunities. Develop and deliver presentations & proposals to clients and prospects

Was responsible for sales plan by product for territory. Focused on specific customer and product segments, to maximize market share and growth of territory sales. Managed and grew customer base by prospecting and developing new customers. Directly involved with every sale from quotation, to demo, to P.O., to delivery and installation of product