Pamela Hedrick
- Role
- Senior Licensing and Registration Analyst at Grove Point Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Pamela Hedrick
Results-driven financial professional with proven ability to adapt and prosper under…
Experience
Senior Licensing and Registration Analyst
Apr 2021 — Present
Recommend and facilitate operational and logistical efficiencies that streamline the current processing environment. • Emphasize best practices, while developing and executing the team’s strategic vision for the future. • Point of contact for regulatory inquiries, e.g, state and FINRA, insurance appointments and licensing, individual state and branch registrations, and Form U4, U5, and NRF updates including IAR affiliations. • Deliver white-glove level of service to the firm\'s registered representatives and insurance producers supporting their licensing, insurance contracting, and registration needs within a strict deadline-driven environment • Member of team that spear-headed the migration of firm\'s data from legacy CRM system to Salesforce CRM.
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