Greg Ebersole Email & Phone Number

Philadelphia, Pennsylvania, United States

Philadelphia

-Assist JMS financial advisors with the onboarding of new clients and the transfer of financial securities over to the platform utilized by Janney Montgomery Scott.-Field 100 plus calls/emails per day from JMS’s financial advisors to provide guidance and support for general process questions relative to maintaining client accounts at the proper platform level and standards. -Collaborate with other members of the Operation’s team to refine, test and update JMS’s “SMART” interface platform which is utilized by all financial advisors to register new JMS client accounts.-Implemented and completed the company’s “Data Cleanup Project” to identify and retain important client account information.

Cherry Hill, Nj

-Produced critical documents intended for client presentations utilizing the software programs E-Money, OmniSource and Morningstar.-Assisted and interacted with head financial planners regarding in-person and phone call meetings.-Analyzed and communicated research data on specific financial market investments to Lighthouse staff.

New Hope, Pa

-Researched and compiled data regarding client serialization projects and solution offerings targeting the Life Science and Pharmaceutical industry.-Interfaced with CFO and provided the financial staff with administrative support.-Collaborated with program managers and supported project leaders.