As part of the Transition Services Team, the Transition Liaison acts as the primary contact for financial advisors joining our company. The Transition...
* Provide direct supervision of investment advisory and broker-dealer activities over designated representatives.
* Review and manage representatives’...
Teamwork
Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual...
Primary focus is to administer and coordinate the new home purchase process and close of escrow with the ultimate goal of creating "tickled, delighted...