Aaron Steinberg.

精英rias的有效策略
星期五，6月11日，2021年6月11日|下午1:40 - 2:30 PM et

Aaron Steinberg于2010年加入了E * Trade Advisor Services。作为战略商业咨询总监，Aaron负责与Top E * Trade Advisor Services客户一起工作，帮助他们增长并简化其业务实践。在他的角色中，他旨在通过练习管理支持，流程改进战略和供应商介绍，以及业务估值和销售实践来帮助客户帮助客户。在担任战略商业顾问之前，亚伦是国家销售副总裁，领导RVP团队在新的业务销售努力中。Throughout his 10+ years with the firm, Aaron has also held roles as a Key Accounts executive, working with advisors and using a consultative approach to match advisors’ needs to E*TRADE Advisor Services’ offerings, becoming an expert in E*TRADE Advisor Services technology, often demonstrating the platform’s capabilities to prospective and existing clients as well as a client service advocate.