Jessica Brown

Platinum Case Manager at AssetMark
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Phoenix, Arizona, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 6
    FINRA (Financial Industry Regulatory Authority)

Experience

  • AssetMark
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Platinum Case Manager
      • Aug 2018 - Present

    • New Business Case Manager
      • Sep 2017 - Aug 2018

  • Transition Support Services
    • Relationship Manager/Senior Transition Consultant
      • Nov 2015 - Aug 2017

  • Transition Management Resources
    • Senior Transition Consultant
      • Nov 2012 - Nov 2015

      A successful transition is very important in maximizing the firm’s investment when bringing in a new recruit. The more quickly and smoothly a broker’s book of business is moved the sooner the firm receives a return on its investment. In addition, the broker is able to return to the business of servicing his/her clients and acquiring new clients and assets with minimal disruption. We provide: *Pre-transition advisement *On-site support *Extensive tracking of progress *Ongoing… Show more A successful transition is very important in maximizing the firm’s investment when bringing in a new recruit. The more quickly and smoothly a broker’s book of business is moved the sooner the firm receives a return on its investment. In addition, the broker is able to return to the business of servicing his/her clients and acquiring new clients and assets with minimal disruption. We provide: *Pre-transition advisement *On-site support *Extensive tracking of progress *Ongoing communication Show less A successful transition is very important in maximizing the firm’s investment when bringing in a new recruit. The more quickly and smoothly a broker’s book of business is moved the sooner the firm receives a return on its investment. In addition, the broker is able to return to the business of servicing his/her clients and acquiring new clients and assets with minimal disruption. We provide: *Pre-transition advisement *On-site support *Extensive tracking of progress *Ongoing… Show more A successful transition is very important in maximizing the firm’s investment when bringing in a new recruit. The more quickly and smoothly a broker’s book of business is moved the sooner the firm receives a return on its investment. In addition, the broker is able to return to the business of servicing his/her clients and acquiring new clients and assets with minimal disruption. We provide: *Pre-transition advisement *On-site support *Extensive tracking of progress *Ongoing communication Show less

  • Texas Tech University Health Sciences Center
    • United States
    • Higher Education
    • 700 & Above Employee
    • OBGYN Administration Coordinator
      • Apr 2012 - Nov 2012

  • VALIC
    • Financial Services
    • 500 - 600 Employee
    • Correspondence Specialist
      • May 2010 - Apr 2012

  • J. Kelly & Associates, LLC
    • Littleton, CO
    • Transition Associate
      • May 2006 - Feb 2010

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Supervisor
      • Mar 2000 - Feb 2006

Community

You need to have a working account to view this content. Click here to join now