Jenny Pitkin, Behavioral Financial Advice™ Email & Phone Number

Schroon Lake, Ny, Us

12325 Port Grace Blvd. La Vista, Ne 68128

I am focused on providing personalized back office support, retention and growth strategies along with development tools and resources to help our financial institution OSJs, financial professionals and their staff administer a more effective and profitable practice.

12325 Port Grace Blvd. La Vista, Ne 68128

I manage the activities with our partner firms to ensure each has adequate opportunity to promote their brand and services to the Securities America advisor force. I also work closely with the enterprise leadership and the partner firms to harmonize strategic level goals along with coordinating product development, marketing, training and sales support. Implementing a business plan that optimizes processes, time and efficiency, and better manages key initiatives, harmonize with enterprise goals, hold accountability and financial metrics on an on-going basis.

12325 Port Grace Blvd La Vista, Ne 68128

I lead the planning and promotion of all trade show activity for bank/credit union conventions and conferences across the Unites States. In addition to creating sales and marketing-related resources, I generate qualified leads for the Financial Institutions recruiters through multiple sources and manage a drip marketing campaign program. Collaborate with company directors in processes & procedures and create & compile reports as needed. Also manage and update the Financial Institutions website.

12325 Port Grace Blvd Lavista, Ne 68128

Provide my offices with a direct contact in the Rep Relations Department to assist with high priority situations as well as answer registered representative or client questions via telephone or email. Provide back office support, ideas and solutions to help our representatives administer a more effective and profitable practice as well as assist in the training of newly acquired representatives and office staff coming on with Securities America.

12325 Port Grace Blvd Lavista, Ne 68128

Answer inquiries from company representatives and clients received via the phones, e-mail, voice-mail and fax, and conduct research on operational and procedural issues. Provide one-on-one or group training on best practices, technology and explain SAI products and services available. Coordinate with other departments to resolve and prevent problems and errors. Act as liaison between representative, mutual fund and insurance companies to make inquiries and solve problems. Actively support the regional team goals by staying attentive to the phone system queues. Develop and maintain positive working relationship with all contacts (reps, assistants, clients, vendors, and internal staff). In addition to support helping our Representatives create a development process geared towards improving their women client referrals through women and investing.

Pensacola, Florida Area

Mertins Wealth Services; Executive Administrator to an Independent Financial Advisor with Securities America, Inc. Helping to manage $60 million plus while providing exceptional "Red Carpet" treatment for our clients. Generated and updated paperwork requests using numerous websites for research while at the same time creating templates and action sequence workflows within our CRM system; Junxure. Typed office procedures for training on our systems, handled submissions to Compliance, scanning, weekly/monthly mail outs and emails, while also set meetings, handled office supply orders and inventory. Assisted in handling client service problems & maintaining proper notation; as well as in the hiring and training for new employment. Also created a process geared towards women & investing, to bring in more women client referrals.

Focused on serving the needs of financial professionals associated with Banks and Credit Unions, I consult with our programs to help them maximize their overall growth opportunity.

Legal Studies, Legal Studies, General

Activities and Societies: Volleyball Scholarship, Academic Scholarship, Member of DARE & American Sign Language Group.

Pensacola, Fl

Activities and Societies: Varsity Volleyball, Club Volleyball, American Sigh Language Club, Latin Club, DARE member, Marine Biology Club

Continuing Education, Behavioral Financial Advice Certificate, Psychology And Finance

The Psychology and Neuroscience Behind Financial Planning.