Joe Jaszemski
Advisor Manager Specialist@ TruStage Wealth Management Consulting Services | Relationship Building, Sales Motivation
- Role
- Advisor Manager Specialist - Ne Region Team at TruStage
- Location
- Ocean City, MD, US
- LinkedIn followers
- 500 followers
About Joe Jaszemski
I direct wealth management sales across the Northeast and Midwest, serving on the…
Experience
Advisor Manager Specialist - Ne Region Team
Nov 2020 — Present
Directly responsible for developing, coaching and retaining a Team of 100+ Financial Advisors and Support Staff for our Credit Union Partners within the Greater North East. • Collaborates with Credit Union’s C-Suite Executive Team and SVPs of Sales and Retail in strategic planning, development and marketing of their Retirement and Investment Program. • Through a consultative approach, acts as a liaison to ensure the Credit Union’s Retirement and Investment Program promotes the needs of their membership base while maximizing fee income to the Institution’s bottom line.
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