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 Profile
As an Account manager with BrokerPoint my role is to help Stocks Brokers, Financial Advisors and Money Managers to develop their business by putting them one step ahead of their competition, helping them cultivate new prospects and maximizing existing relationships by guiding them through the numerous tools we offer. Our focus is to help these Financial Professionals develop new clients and better service existing clients by helping them find securities information on stocks, mutual funds and ETFs they may make an investment in.
At the center of our service is InvestorPoint.com - a professional full service Financial
News site which we personally brand by prominently displaying Financial Professionals on each and every page their clients and prospects view. We have incorporated powerful client and prospect tracking tools to enable them to better manage their business and include 2,500 wealthy investor leads monthly which can be increased up to 100,000 leads by utilizing our built in post card mailing features.
If you are interested in our service or for more infomation please call me at 561-427-1340 or visit
www.BrokerPoint.com.
Personal Note
In my personal time I do volunteer work with Big Brothers Big Sisters as well as with the elderly
suffering from Alzheimers and Dementia. I have also worked for Diabetic Health Agency, located in Hobe Sound, Florida, who deliver diabetes supplies (diabetes supplies/testing strips) to diabetes
patients all over the United States. Diabetes is a major problem in the US effecting Millions of
patients. With more and more patients being diagnosed with diabetes daily. Diabetic Health Agency assists patients with medicare, private insurance and any other patients get a free glucose meter and supplies as needed.When working with patients I assisted them with all of their needs and tried to give them the best service.
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