Erin (Healey) Janides
Director Of Operations at Caliber Financial Partners- Claim this Profile
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Bio
Credentials
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Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Caliber Financial Partners
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United States
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Financial Services
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1 - 100 Employee
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Director Of Operations
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Aug 2019 - Present
At Caliber Financial Partners, we employ a 'client first' approach to everything that we do. The financial landscape is growing increasingly complex, and we feel that clients should demand more from their advisor relationship, In these challenging times, it's our primary responsibility to give people peace of mind, knowing that the savings they work so hard to accumulate are being preserved and that our clients are taking the necessary steps to plan for their retirements and protect their families' well-being. Show less
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Triloma
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United States
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Internal Wholesaler
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Aug 2017 - Aug 2019
Partner with the vice president of sales to promote the investment solutions on the Triloma platforms via consultative, relationship-building calls with financial professionals and registered investments advisors within the Midwest territory. Partner with the vice president of sales to promote the investment solutions on the Triloma platforms via consultative, relationship-building calls with financial professionals and registered investments advisors within the Midwest territory.
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Guggenheim Investments
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United States
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Financial Services
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1 - 100 Employee
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Regional Sales Associate
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Mar 2011 - Jul 2017
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Wealth Plan Advantage
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United States
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Financial Services
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1 - 100 Employee
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Associate / Operations
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Jul 2008 - Mar 2011
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Home Funding Group
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Real Estate
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1 - 100 Employee
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Senior Processor
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2005 - 2008
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Education
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Wagner College
Bachelor of Science, Mathematics and Computer Science -
Weichert School of Real Estate
Real Estate License, Real Estate