Penny Battisto

Recruiter, Financial Services at The Straub Group

Role: Recruiter, Financial Services at Advisorbridge
Location: Pottstown, PA, US
LinkedIn followers: 500 followers

Human ResourcesView LinkedIn profile

About Penny Battisto

I have enjoyed over 20 years of experience in positions that span recruiting, marketing…

Experience

Recruiter, Financial Services
Advisorbridge
Sep 2015 — Present · Bryn Mawr, PA, US
The Straub Group consists of a team of experienced professionals who provide executive search solutions and financial advisor consulting. Our executive search solutions leverage relationships built over the past 40 years to identify, assess and place top leadership talent for local, national and global organizations. Our financial advisor solutions help successful financial advisors across the United States to determine what level of independence is right for them and what broker dealer or custodian is right for their business. The partners at The Straub Group also provide consulting on succession planning and work with financial advisory firms to support their staffing needs for Associate Financial Advisors or experienced Registered Sales Assistants.

Skills

Event Planning
Marketing Communications
Recruiting
Fundraising
Marketing Strategy
Business Development
Team Building
Management
Strategic Planning
Sales
Customer Service
Budgets
Sales Management
Retail
Small Business

Contact information

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Work email
•••••@advisorbridge.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Advisorbridge

Financial Services · 7 employees · Founded 2009 · Bryn Mawr, Pennsylvania, United States

AdvisorBridge®, an affiliate company of SearchTower, is a nationwide, comprehensive consulting firm for financial advisors. We assist Financial Advisors with everything from broker dealer & custodian research to evaluations and succession planning. We have assisted hundreds of top Financial Advisors over 14 years. Our foundation is built on our experience as Financial Advisors which led to corporate roles in Business Development and Advisory Consulting with one of the industry\'s top Independent Broker Dealers. Nearly 15 years ago this experience culminated in the launch of AdvisorBridge®. As one of the top consulting firms in the industry we do ongoing research and work with the best-of-breed broker-dealers and custodian platforms. Similar to your business with your wealth management clients, we firmly believe this is a relationship business that is dependent on getting to know and understand your practice. To learn more, visit or contact us directly at 61••••••49

advisorbridge.com

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