Ricco Meola

Business Development Specialist @STRATOS

US

Key Responsibilities:Recruitment Outreach:Proactively identify and engage with potential financial advisors who may benefit from additional support and resources.Utilize various channels to reach out to advisors, including networking events, social media, and industry contacts.Conduct initial outreach and assessments to determine potential fit and interest.Meeting Coordination:Schedule and coordinate meetings with prospective and current financial advisors to discuss opportunities and support available.Ensure smooth communication and follow-up between meetings and manage any logistical details.Event Planning and Execution:Organize and oversee events for the market, including seminars, workshops, and networking gatherings.Collaborate with internal teams to design and implement engaging events that align with company goals and advisor interests.Handle all event logistics, including venue arrangements, invitations, and on-site coordination.