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Forum Financial Management

Lincolnshire, Illinois

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Alkon & Levine PC

Massachusetts

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Pittman & Brooks PC

Portland, Oregon

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Springer Nature

Jersey City, New Jersey

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OMS National Insurance Company

Schaumburg, Illinois

Horizon Wealth Management

La Grange, Illinois

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Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

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Tate & Lyle

Hoffman Estates, Illinois

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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Coval Anderson Coval

Easton, Massachusetts

Arch Insurance Group, Inc.

Nationwide

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Budros, Ruhlin & Roe

Columbus, Ohio

Wilcox Arredondo & Co.

Canby, Oregon

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Next Chapter Holdings

Highland Park, Illinois

Kolnicki, Peterson, Wirth

Downers Grove, Illinois

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Investment Officer - Emerging Investor Market
Purpose of Position:  The incumbent is accountable for maintaining and developing existing relationships, and managing investment portfolio performance.  Assists with business development, including making business development calls to prospective clients, within the emerging investor market.  In addition, provides support as it relates to account administration, maintenance, and recordkeeping for investment accounts.  Essential Functions: Assists in business development to further support the Emerging Investor Market’s portfolio; assistance may include, but is not limited to: Aiding in the development of marketing, business development and retention strategies for prospects and clients Calling on prospective and cu


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