Direct leadership of Centralized Supervision Unit (CSU) corporate Registered Principals (RPs) who provide direct sales supervision of a variety of investment products and services including complex brokerage products such as options; insurance and an
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Responsibilities may vary depending on assigned area. These are some examples of work performed by our 2009 summer interns: - Develop a new analytical tool for net investment income analysis - Manage cash flow reporting and improve analytical tools -
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Direct sales supervision of annuity transactions. Contact with advisors, field leaders and clients required in addition analysis of information from multiple systems. -Supervise all new accounts and trades for annuity transactions -Communicate with a
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