Stephanie Conkright

First Vice President, National Accounts at Triton Pacific Securities, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US
Skills

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Credentials

  • Life Insurance License
    California Department of Insurance
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Triton Pacific Securities, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • First Vice President, National Accounts
      • Mar 2016 - Present

      Triton Pacific Securities, LLC (“TPS”) was established in January 2005 as the dealer manager for Triton Pacific Capital Partners’ investment programs and offerings distributed through Broker Dealers and RIAs. TPS is registered in 50 U.S. states and 2 Territories. Triton Pacific Securities, LLC (“TPS”) was established in January 2005 as the dealer manager for Triton Pacific Capital Partners’ investment programs and offerings distributed through Broker Dealers and RIAs. TPS is registered in 50 U.S. states and 2 Territories.

  • Steadfast Capital Markets Group
    • National CE Instructor
      • Sep 2014 - Mar 2016

      Responsible for attending regional roadshows across the nation and conducting continuing education for insurance licensed financial advisors. CA Life Insurance holder.

    • Senior Internal Sales Associate
      • Sep 2012 - Mar 2016

      •Grew a bottom half territory in 2012 to the fourth most productive territory in 2013•Frequently counted on to cover two territories•Developed relationships with key contacts at regional back offices•Successfully manages a territory of 2,200+ financial advisors•Became the go-to employee to train and onboard new hires•Built relationships with, and serviced, two of the company’s top five producing clients and their staff•Supported clients in their own marketing efforts by facilitating the planning of seminars and appreciation events•Selected as a member of the Sales Desk Advisory Council Show less

  • Griffin Capital Securities
    • Orange County, California Area
    • Associate Vice President
      • Jan 2012 - Jul 2012

      Responsible for maintaining two sales territories (AL, GA, NC, SC and NY (excluding Long Island), NJ) by prospecting financial advisors, increasing sales and providing support for Senior RVP counterpart. Sales support includes providing industry leading education and expertise, driving meaningful attendance to regional meetings and due diligence meetings and facilitating the process of executing business. Responsible for maintaining two sales territories (AL, GA, NC, SC and NY (excluding Long Island), NJ) by prospecting financial advisors, increasing sales and providing support for Senior RVP counterpart. Sales support includes providing industry leading education and expertise, driving meaningful attendance to regional meetings and due diligence meetings and facilitating the process of executing business.

  • Grubb & Ellis
    • Leasing Non-residential Real Estate
    • 500 - 600 Employee
    • Senior Internal Wholesaler
      • Aug 2007 - Jan 2012

      Responsible for providing excellent service and valued expertise to financial advisors registered with independent Broker/Dealers. Worked throughout the southeastern territory for over four years and was responsible for generating non-traded REIT business in the states of Alabama, Georgia, North Carolina and South Carolina. In 2008 was the recipient of first runner up in total REIT sales and most new producers awards. Responsible for providing excellent service and valued expertise to financial advisors registered with independent Broker/Dealers. Worked throughout the southeastern territory for over four years and was responsible for generating non-traded REIT business in the states of Alabama, Georgia, North Carolina and South Carolina. In 2008 was the recipient of first runner up in total REIT sales and most new producers awards.

Education

  • Chapman University, The George L. Argyros School of Business and Economics
    Master of Business Administration (MBA), 3.321
    2010 - 2012
  • Chapman University, The George L. Argyros School of Business and Economics
    Bachelor of Science in Business Administration, Management
    2005 - 2007

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