Jeff Custer Email & Phone Number

Austin, Texas

Duties include: Supervisory review of broker/dealer and advisory new accounts. Review of broker/dealer trade activity and advisory accounts for suitability.

Responsible for building long term business relationships with top management of assigned correspondents while acting as a liaison between Southwest Securities and correspondents. Duties included overseeing correspondent business activity to ensure compliance with Southwest Securities policies and procedures. Additional duties included assisting.

Responsible for development and training of Relationship Bankers in assigned branches regarding financial services. Duties included branch compliance issues, new account development, financial and retirement planning, selling and servicing financial products.

Responsible for asset retention of former 401k participants with assets of more than $50,000. Duties included selling of the benefits of rolling over to a Fidelity IRA and discussing plan options with participants. Recognized for one of the highest retention levels for RIS Representatives.

Responsible for servicing high net worth clients. Duties included portfolio reviews, uncovering special financial needs, trading securities in client accounts and account maintenance.

Responsible for development of a new branch office including building a client base, all branch compliance issues, marketing, and overseeing branch staff. Duties included new account development, financial and retirement planning, selling and servicing financial products.

Bba, Marketing

Bachelor, Business Administration