Kelsie Roushan Email & Phone Number

Houston, Texas, United States

We here at ESP Financial Search have a deep understanding of every platform available to the Financial Advisor, whether it be full-service (national, regional, boutique), independent (start your own, plug & play), or fee-only RIA.As an Account Manager at ESP Financial Search, I network with industry professionals, in order to spotlight experienced Advisors that are interested in exploring all of their options, rather than simply looking at what one firm has to offer.We are… Show more We here at ESP Financial Search have a deep understanding of every platform available to the Financial Advisor, whether it be full-service (national, regional, boutique), independent (start your own, plug & play), or fee-only RIA.As an Account Manager at ESP Financial Search, I network with industry professionals, in order to spotlight experienced Advisors that are interested in exploring all of their options, rather than simply looking at what one firm has to offer.We are currently recruiting for the following firms:- Raymond James (Full-Service, Independent, RIA, Bank)- LPL Financial (Independent, RIA, Bank)- Ameriprise (Full-Service & Independent)- Focus Financial (Full-Service & Independent)- Cetera (Full-Service, Independent, RIA, Bank)- RBC Wealth Advisors (Full-Service)- J.P. Morgan Securities (Full-Service)- SagePoint Financial (Independent)- Fidelity Investments (RIA)- TD Ameritrade (RIA)- Charles Schwab (RIA)- HighTower Advisors (Full Service, Independent)- Steward Partners (Full Service, Independent)- Alex. Brown- AlphaCubed Investments- WealthSource Partners- Berthel Fisher- Huntleigh Securities Show less

Houston, Texas Area

We here at ESP Financial Search have a deep understanding of every platform available to the Financial Advisor, whether it be full-service (national, regional, boutique), independent (start your own, plug & play), or fee-only RIA. As a Recruiter at ESP Financial Search, I network with industry-professionals, in order to spotlight experienced Advisors that are interested in exploring all of their options, rather than simply looking at what one firm has to offer.We are currently… Show more We here at ESP Financial Search have a deep understanding of every platform available to the Financial Advisor, whether it be full-service (national, regional, boutique), independent (start your own, plug & play), or fee-only RIA. As a Recruiter at ESP Financial Search, I network with industry-professionals, in order to spotlight experienced Advisors that are interested in exploring all of their options, rather than simply looking at what one firm has to offer.We are currently recruiting for the following firms:- Raymond James (Full-Service, Independent, RIA, Bank)- LPL Financial (Independent, RIA, Bank)- Ameriprise (Full-Service & Independent)- Focus Financial (Full-Service & Independent)- Cetera (Full-Service, Independent, RIA, Bank)- RBC Wealth Advisors (Full-Service)- J.P. Morgan Securities (Full-Service)- SagePoint Financial (Independent)- Fidelity Investments (RIA)- TD Ameritrade (RIA)- Charles Schwab (RIA)- HighTower Advisors (Full Service, Independent) - Steward Partners (Full Service, Independent)- Alex. Brown- AlphaCubed Investments- WealthSource Partners- Berthel Fisher- Huntleigh Securities Show less

Houston, Texas Area

-Manages all lead sources for department - -Gained extensive experience communicating with vendors and event support personnel, and effectively manages a marketing team.-Hire, manage, train and motivate BDC team-Communicate sales data during weekly management meetings.-Make a high number of daily outbound calls to prospective new clients-Ensures every lead has been efficiently worked -Runs and delivers all reporting for the department daily

Houston, Texas Area

 Maintains a prospect development system Ensure leads are answered in a timely and efficient manner Addresses customer concerns and issues or escalates them as needed Coordinates questions and issues with the appropriate department personnel Prices vehicles according to dealership standards Approaches, greets, and offers assistance or direction to any customer Ensures customers full satisfaction during sales process Follows up after visit to ensure customer… Show more  Maintains a prospect development system Ensure leads are answered in a timely and efficient manner Addresses customer concerns and issues or escalates them as needed Coordinates questions and issues with the appropriate department personnel Prices vehicles according to dealership standards Approaches, greets, and offers assistance or direction to any customer Ensures customers full satisfaction during sales process Follows up after visit to ensure customer satisfaction Show less

Katy, Texas

 Maintains a prospect development system Ensure leads are answered in a timely and efficient manner Addresses customer concerns and issues or escalates them as needed Coordinates questions and issues with the appropriate department personnel Prices vehicles according to dealership standards Approaches, greets, and offers assistance or direction to any customer Ensures customers full satisfaction during sales process Follows up after visit to ensure customer… Show more  Maintains a prospect development system Ensure leads are answered in a timely and efficient manner Addresses customer concerns and issues or escalates them as needed Coordinates questions and issues with the appropriate department personnel Prices vehicles according to dealership standards Approaches, greets, and offers assistance or direction to any customer Ensures customers full satisfaction during sales process Follows up after visit to ensure customer satisfaction Show less

Richmond, Texas

 Accountable for development of team to include succession/progression planning. Effectively leads a diverse workforce by ensuring consistent execution of employee processes including pro-active talent sourcing, recruiting, and development in partnership with store leadership team. Ensures company policies and procedures are followed 100% of the time. Monitors employee metrics as indicators of employee engagement. Improvement is a result of action

Registered Nursing/Registered Nurse

Education record