Had input to types of commincation offered to clients
Marketing Software Computer Operator (Former Employee) – Danville, KY – October 28, 2013
Daily inventory of which clients required professional letters regarding their personal accounts, who required personal letters and generated these letters and mailed. Worked in compliance with the firm officers. Answered questions for customers who called or came into office. Coordinated with the financial advisor, any special correspondence needed for the week and month.
Senior Vice President, Investments (Former Employee) – Kimberly, WI – October 24, 2017
company is concerned about growth at the expense of it current Financial Advisors. Firm is in a rapid expansion mode, and if you dont like the culture leave and they take hundreds of thousand dollars of your defered comp plan filling the pockets of senior management
no job securitiy as an existing advisor numerous comp changes