Jamie M.
Annuity Trading
- Role
- Consultant at Commonwealth Financial Network
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jamie M.
With over 15 years of progressive experience in the financial sector, I am a results-focused, detail-oriented, and transformative leader who excels in annuity trading, regulatory compliance, and process improvement. I currently work as an annuity trading consultant at LPL Financial, the largest independent broker-dealer in the US, where I provide guidance and support to financial advisors and clients on annuity products and transactions.I have a proven track record of delivering sustainable results through relationship building, coaching and mentoring, strategic thinking and implementation. I have successfully reengineered workflow, critical task and operating procedures for risk assessments and quality, and ensured compliance with regulations, policies, and procedures. I have also mentored staff to help them identify and develop sales opportunities and referred customers to designated business partners to meet branch and individual customer service and sales goals. I hold a California Notary Public license and certifications in Business Management and Strategic Management from Colorado State University. I am committed to operational excellence, continuous learning, and advisor/client satisfaction.
Experience
Consultant
Commonwealth Financial Network
Feb 2018 — Present · San Diego, CA, US
Education
Oregon State University
General Studies
Colorado State University
Bachelor of Science - BS, Business Management Specialization in Project Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.