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Relationship Manager @Hornor, Townsend & Kent
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WORK HISTORY
Relationship Manager @Hornor, Townsend & Kent
Act as liaison for our financial professionals to resolve problems, answer questionsLead Concierge Program for our top 54 financial advisorsPart of team working on various projects throughout the organizationHandle all medallion signature guarantees for firmMatch up house accounts (orphan clients) with active financial advisors as requestedSettle sundry account for financial advisors charges on monthly basisApprove all updates made to books and records system on daily basisMake periodic visits to financial advisors office to build relationships
SKILLS
ABOUT ROB SHERMAN
Over 35 years of experience in the financial services industry. Back office brokerage…
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