April Young

Experience

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  AG Edwards & Sons

  Oct 2000 - Jun 2008

  Senior Registered Financial Associate

  Worked with the Sr. Vice President as part of a financial team. Serviced premier clientele and excelled in deepening relationships while analyzing financial needs. Managing transition liaison and platform trainer through two buyouts. Solicited and accepted orders and discussed investment products. Prospected for new business through strategic networking and special events. Portfolio re-balanced and developed sales presentations in a high volume environment.

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  Wells Fargo Advisors

  Jun 2008 - Jul 2009

  Senior Registered Client Associate

  Assisted in soliciting and accepting orders in a high volume trading environment. Presented investment products and services to clients to line up portfolio allocation with goals and objectives. Prepared comprehensive portfolio analysis and presentations. Prospected for new business and developed sales ideas. Built relationships with clients and assisted with networking and referring trusted financial professionals. Handled communications & records and any client service need request.

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  Wedbush Securities

  Jul 2011 - now

  Serving as Manager in Sacramento and the Bay Area of Wedbush Securities I oversee the growth and management of my sector. With over 19 years of industry experience my priorities have always been focused on growth and establishing a collaborative atmosphere. I am motivated by the goal of helping each advisor grow their practice by capturing new opportunities, pinpointing and addressing inefficiencies, and implementing effective communication in a constantly changing industry landscape. I am passionate about adding new advisors and staff to the Wedbush family who share similar goals. Show less Manage daily operations, expenses, and supervision of branch employees. Develop and implement streamlined compliance processes and procedures to improve operational efficiency. Create business plans that target and execute each Financial Advisers goals. Support asset growth through deepening relationships, strategic portfolio analysis, and client acquisition. Seasonal campaign organization and special event fundraising. Discuss investment products and services and allocate block trades on the Wealth Management platform. Create marketing ideas, advertisements, and date of death/estate evaluations. Show less

  • Partner, Delzio Young Financial Group

    Jul 2021 - now

  • SVP, Market Manager

    Apr 2021 - now

  • Northern California Branch Manager

    Aug 2017 - Apr 2021

  • Operations Manager

    Jul 2011 - Aug 2017