Ben Hetrick
Director of Operations @Raymond James
St. Petersburg, FL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2017 — Present
Director of Operations @Raymond James
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Director of Operations responsible for Branch and Concierge Services, Client Services, Training, Engagement and Internal Communications for Operations. Lead all operations for three departments which includes the servicing of firm’s top producing financial advisors, all end clients and Raymond James online account access as well as Operations training, engagement and internal communication.
SKILLS
Capital MarketsBankingSeries 63Investment AdvisoryEtfsRelationship ManagementFinanceFinancial ServicesHealth InsuranceIrasBloombergVendor ManagementSeries 7Uniform Combined State LawSecuritiesRetirement PlanningFixed AnnuitiesWealthVariable AnnuitiesTradingBusiness Process ImprovementRisk ManagementOptionsInsuranceClient ServicesStrategic Financial PlanningFinancial AnalysisCreditFinraBack OfficeFinancial ModelingAsset ManagementLife InsuranceMutual FundsEmployee BenefitsFinancial AdvisoryFinancial PlanningBusiness AnalysisRetirementDisability Insurance
ABOUT BEN HETRICK
Professionally qualified Operations leader with over twenty-three years experience in the…
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