President & CEO
Company description We are a team of like-minded individuals providing support to a group of advisors in the mutual funds and insurance industry. We believe in having the right team to build a positive, pro-active and provide continuous support to our reps. Our mission is to provide our reps with excellence support in integration, training, administrative, operation and compliance. Job description DUTIES OF THE ASSISTANT BRANCH MANAGER: Report directly to the Branch Manager. Provide support […]