I really enjoy my work and the people I worked with.
Business Systems Manager and Marketing Manager (Former Employee) – Walnut Creek, CA – November 22, 2016
I held a variety of jobs working for this company which was great. I was able to learn and grow everyday. The clients were nice and I enjoyed the office team. I was very proud of my office team. We made our deadlines and help advisors all over the market group. I initially set up how we would do our technology and marketing areas. We did well and other market groups were interested in how it was done. Then, our home office wanted to streamline the marketing and took back the distribution and allocation process. This made it very difficult for us to obtain the numbers we were getting. My hands were tied by home office and I could not find a work around to please the Group Vice President. However, in dealing with this process, I was able to get back $11,000+ back to the market groups budget.
The constant learning and challenges
Home Office restrictions