Elton Skipper

Experience

• 

  TD Ameritrade

  Jul 2013 - Aug 2015

  I was responsible for working with consultants on client issues and as a way to supplement their knowledge of investment operations and products available to their clients. I also took escalated client phone calls from the service team to help solve difficult issues. I took in-bound phone calls from clients related to service and trading issues. I also used my knowledge of our trading products to find and close cross-sell opportunities.

  • Resource Desk Specialist

    Jan 2015 - Aug 2015

  • Financial Service Rep

    Jul 2013 - Jan 2015
• 

  Northwestern Mutual

  Aug 2015 - now

  My responsibilities include managing client on-boarding, opening new accounts and servicing existing investment accounts. I work closely with clients to to re-balance and trade their portfolios. I also work with advisor's to help them with compliance issues such as; presentations, investment account processes, retention of documents, communication with clients and trade suitability

  • Associate Financial Representative (Karen Wilund)

    Nov 2016 - now

  • Investment Operations (Weilert, Wunderlick, Armstrong)

    Aug 2015 - Nov 2016
• 

  Advanced Benefits Consulting (ABC401k.com)

  Jun 2016 - now

  Sales Support Associate

  In this role I am part of a specialized team focused on the administration and investment management of qualified retirement plans and their participants. My main goal is to focus on the day to day operations as well as the sales cycle when on-boarding new plans. I am also the primary contact for all Rollover IRA's managed by the firm. If a participant is leaving a 401k plan I am there to help them transition smoothly and reallocate their investments based on their overall goals and asset allocation. Show less