Arnold Neil Corbridge Ii Email & Phone Number

Salt Lake City, UT, US

Sandy, UT

I service E*TRADE Stock Plan participants with Stock Plan account balances of $250,000 or higher with their Stock Plan and Brokerage account needs. It is my role to educate them on the full range of products and services available in both the Stock Plan and Brokerage services. In doing so, I help them see the benefits in bringing more of their assets to.

Sandy, Utah, United States

I serviced Stock Plan participants. I assisted them in making decision regarding their equity awards from their employer and educated them on all parts of the plan. I helped them enroll in the Employee Stock Purchase plan, and sell Restricted Stock Units/Awards, and exercise their Stock Options.

Sandy, UT

Managed a book of 300-350 clients. Assisted them in their investment decisions, and long term planning. Helped them develop sound investment strategies to improve their returns and grow their assets I did all this keeping their best interest in mind and making recommendations accordingly.

Sandy, UT

Help on-board new clients. Assist with initial funding, navigation of web tools. Look for business development opportunities with account consolidation, relationship building by uncovering lead opportunities for our Relationship Mangers, Active Trader Relationship Managers, and Financial Advisers.

Sandy, UT

Completed the new hire training and in the process of transitioning to my new role. Due to the fact I was already licensed, I was invited to apply for new position at E*TRADE and was offered the job.

Assisted clients with investment and retirement decisions. This included decisions regarding opening a new acct asset allocations to income planning strategies. Focused on asset retention and acquisition.

Spoke with curent and potential Fidelity customers. I assisted them with opening new accounts and placing trades on existing accounts. We also discussed asset allocations.

Supervised 4-5 employees in an inbound phone environment. We supplied audio visual equipment and educational films for the BYU community and educational films for educational institutions across the country.