DISTRIBUTION LEVEL SERVICES

Over 75 years of combined experience in wholesale distribution management

• Built multiple successful sales & marketing organizations


• Proven sales & account management processes


• Custom information technology solutions


• Experienced operations, financial & compliance management

Fully integrated, custom technology platform

• Sales, fulfillment and activity tracking across firm, territory and advisor levels


• Defined wholesaler productivity metrics/reporting (e.g. activity to sales ratios, new producer penetration, due diligence meeting conversations, etc.)