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Julia Kohan is listed as Senior Recruiter at Independent Financial Group | Financial Services | Independence Advocate | Cross-Fit Fanatic at Independent Financial Group, LLC, a company with 138 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at ifgsd.com and a matched LinkedIn profile for Julia Kohan.
Julia Kohan previously worked as Senior Recruiter at Independent Financial Group, Llc and Practice Manager at Commonwealth Financial Network. Julia Kohan holds Bachelor Of Arts, Psychology from California State Polytechnic University-Pomona.
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AeroLeads found 2 current-domain work email signals for Julia Kohan. Compare company email patterns before reaching out.
I am a Senior Recruiter within the financial services industry specializing in broker-dealer transitions and platform onboarding. I have been serving independent financial advisors for over a decade in various roles, which allows me to have a deep understanding of advisors’ most pertinent needs. I guide advisors through the process of uncovering what is most important to them while communicating how Independent Financial Group can support their business. Expertise: • Relationship Building• Business and Cultural Fit Evaluation• Offerings and Benefits Communication• Contract Negotiation and Deal Making• Transition and Onboarding To learn about how IFG supports its financial advisors, visit us at www.ifgsd.com. To inquire about becoming a financial advisor with IFG, please contact me at jkohan@ifgsd.com. Independent Financial Group, LLC. Member FINRA/SIPC.
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Greater San Diego Area
Develop and maintain relationships with prospective IFG Financial AdvisorsConsult Financial Advisors to evaluate cultural and business fitServe as the primary point of contact with Financial Advisors and articulate our offering and benefits of partnering with IFGProvide ongoing support and guidance as Financial Advisors transition to IFG
Greater San Diego Area
Consult Financial Advisors on developing their practices and advising them on everything from strategic thinking to staffing to marketingEngage with Financial Advisors to enhance relationships and simultaneously address their most pertinent business issues such as business planning, leadership, human resources, operations, marketing, business risk, growth.
Greater San Diego Area
Consulted with top producing Financial Advisors on the value and benefits of utilizing LPL resources such as technology, services, marketing, and succession planning. Developed and maintain relationships with a large client base of top producing Super OSJ’s and Financial Advisors through calls, conferences, and hosting on site visits Partnered with Super.
Greater San Diego Area
Developed and established rapport with approximately 75 clients and participated in booking events to establish price features to sell and promote MillerCoors products Creatively established and implemented events, while maintaining effective communication with key clients to efficiently track performance and market trendsDeveloped effective strategic.
Greater San Diego Area
Demonstrated success in maintaining personal and branch sales quota on rental, insurance, corporate accounts, and car sales Closely monitored costs, budgets, account receivables, and revenue to ensure profitability of the branchApplied superb multitasking abilities in managing the daily operations of a high volume branch Exhibited effectiveness in.
Other employees you can reach at ifgsd.com. View company contacts for 138 employees →
Jeremy Webb
Colleague at Independent Financial Group, LlcFayetteville, Arkansas, United States, United States
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JB
Joseph Beagnyam, Clu, Mba, Ms
Colleague at Independent Financial Group, LlcDickinson, Texas, United States, United States
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CS
Craig Spanton
Colleague at Independent Financial Group, LlcBoise Metropolitan Area, United States
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Soc Med
Colleague at Independent Financial Group, LlcSan Diego, California, United States, United States
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EE
Elycia Edwards
Colleague at Independent Financial Group, LlcSan Diego, California, United States, United States
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Kyle Kirwan
Colleague at Independent Financial Group, LlcHenderson, Nevada, United States, United States
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David A Fortune
Colleague at Independent Financial Group, LlcAthens, Pennsylvania, United States, United States
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JM
Jan Marino
Colleague at Independent Financial Group, LlcBillings, Montana, United States, United States
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IL
Ifg Llc
Colleague at Independent Financial Group, LlcSan Diego, California, United States, United States
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JC
James Conroy
Colleague at Independent Financial Group, LlcIndependence, Missouri, United States, United States
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Quick answers generated from the profile data available on this page.
Julia Kohan works for Independent Financial Group, LLC.
Julia Kohan is listed as Senior Recruiter at Independent Financial Group | Financial Services | Independence Advocate | Cross-Fit Fanatic at Independent Financial Group, LLC.
AeroLeads has found 2 work email signals at @ifgsd.com for Julia Kohan at Independent Financial Group, LLC.
Julia Kohan is based in San Diego County, California, United States while working with Independent Financial Group, LLC.
Julia Kohan has worked for Independent Financial Group, Llc, Commonwealth Financial Network, Lpl Financial, Team Enterprises, and Enterprise Rent-A-Car.
Julia Kohan's colleagues at Independent Financial Group, LLC include Jeremy Webb, Joseph Beagnyam, Clu, Mba, Ms, Craig Spanton, Soc Med, and Elycia Edwards.
You can use AeroLeads to view verified contact signals for Julia Kohan at Independent Financial Group, LLC, including work email, phone, and LinkedIn data when available.
Julia Kohan holds Bachelor Of Arts, Psychology from California State Polytechnic University-Pomona.
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