Primary focus on mutual funds, ETFs, and structured products. Effectively communicate with sponsors and Financial Professionals to ensure product availability meets client need. Manage internal product database and work with colleagues to enhance the FPs experience.

Help ensure the advisors who choose Securities America to assist in their business have the products available they need to be successful. Focus on the review, due diligence, and consideration of new product opportunities and maintaining the existing product platform.

Working with prospective new clients and recently opened accounts. Determining investment goals and objectives in determining what type of account to open and introducing them to TDA tools and services. You only get one chance to make a first impression.

Inbound customer support for account service issues. Stock and option broker to place trades for clients. IRA, IPO, and wire trained. Proud member of the Associate Engagement Committee to help drive employee satisfaction. New hire mentor to assist in the training process.

Responsible for analyzing new producer and corporate information to get agents appointed to do business with Mutual and its subsidiaries.

Worked with Dennis R. Julch, Regional Management Associate, to maintain relationships and provide service to members from his extensive book of business, while actively looking for new clients. Responsible for:• Going on appointments to offer needed products• Making phone calls to clients to review products and schedule meetings• Placing mutual fund and stock trades• Analyzing Morningstar reports in preparation for client appointments• Contact management in database (Client Database System, Sales Force)

Found how hard it is to build your clientele from scratch, especially being young and your natural market just graduating from college. Also found out how rewarding it can be, positively influencing individuals financial lives and educating them!