Mary Howard
Director, Business Transitions at Private Client Services
- Role
- Director, Business Transitions at Private Client Services Pcs , Member Finra, Sipc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Mary Howard
Experienced financial services leader with broad knowledge of business development, onboarding, training, relationship management, training, and team building. Led both large and small teams and instituted analytics and metrics for tracking measurable performance metrics.
Experience
Director, Business Transitions
Private Client Services Pcs , Member Finra, Sipc
Jul 2022 — Present · Charlotte, NC, US
Lead Business Transitions team in advisor and team onboarding.
Education
California State University, Long Beach
B.A.
Skills
- Wealth Management
- Retirement Planning
- 401k
- Recruiting
- Retirement
- Series 63
- Series 7
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