Jon Achilles
Managing Partner at Trusted Visions Placement & Consulting- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Gilbert, US
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Experience
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Trusted Visions Placement & Consulting
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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Mar 2020 - Present
Gilbert, Arizona, United States
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Owner
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Mar 2014 - Mar 2020
Mesa, AZ Focused on smoothing the process for financial advisers transitioning from one independent broker dealer to another. Utilizing the SDS-ADAP solution, advisers can streamline their client information to easily populate the volumes of paperwork necessary to make a career change. Combining our elite customer service team with a simplified computer model, advisers will be amazed at the ease the process can be accelerated!
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Education
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Texas Tech University
Bachelor of Business Administration (B.B.A.), Management/Finance
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