Rheagan Maynard Email & Phone Number

Lake Jackson, Texas, United States

• Balancing Trust Voucher Checking Account• Posting all interest, dividends, mortgage back payments and maturities• Receive and post daily deposits to Trust clearing account, including annuity, rent, interest, royalty, and investment checks• Prepare checks for reoccurring and non-reoccurring disbursement and expenses• Prepare sweep and settle with custody bank with afternoon settlement• Process securities purchased and sold through brokers• Set up any new assets acquired through trading• Set up and maintain IRA accounts with outside vendors• Calculate and process Income Distributions on a quarterly basis

Austin, Texas, United States

• Develop meaningful business relationships with customers, conduct deep discovery, align AWL products and services with customer needs, and set thorough expectations to allow for long-term success• Consult with prospects on best practices for integrating AWL products and services, to maximize their ROI• Accurately record all required information and customer interactions into Salesforce CRM• Transact 85+ calls and emails daily, working multiple pipelines of prospect opportunities• Meet or exceed monthly activation and revenue per activation targets

Kyle, Texas, United States

Needville, Texas, United States

West Columbia, Texas, United States