Joyce DeBoyd

Experience

• 

  The Pinnacle Group

  Mar 2008 - now

  Oversee the smooth transfer of the broker dealer between IMO‘s, ensuring minimal disruption while adhering to regulatory compliance, by coordinating strategies to manage risk and communicating effectively with the broker dealer throughout the transition process. A key primary contact point for the broker dealer during the transition,providing updates on progress, addressing concerns, and managing expectations. Spearhead and lead escalation processes to drive problem resolution as well as address complex situations as they arise from customers as well as new groups that are bringing higher demand, expectations and greater complexity situations in the area of contracting. Manage and process carrier appointments for Advisors, liaison between agent and carrier to negotiate denials/rejects for background/credit issues, Knowledgeable of Continueing Eduation courses needed to maintain license , monitor restricted/pre-appointment states for each carrier, Purchase State License for Corporation and CEO.

  • Transition Manager

    Sept 2021 - now

  • Senior Contracting Analyst

    Sept 2020 - Sept 2021

  • Contracting & Licensing Manager

    Mar 2008 - Sept 2020