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Pappas Financial Investments Work Values
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Daily Duties at Pappas Financial Investments:
Directly responsible for over $250 million in assets under supervision and management for affluent and high net worth investors. Managed investment operations, administration, technical product sales, and lead trusted advisor for critical existing clients and new high net worth prospect clients. Provided technical oversight for product due diligence and monitoring and senior member of company's strategic steering committee. Assisted firm owner in assessing venture capital opportunities and designing communications with firm venture capital investors.
What they like about Pappas Financial Investments:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Wealth Management, Investment Advisor, Wholesaler, Territory Management, Strategic, Relationship Management, Product Knowledge, Retirement, Advisory, Mutual Funds, Private Asset Management, Managed Accounts, IRAs, Analytic, Consultative, Persuasive, Coach, Mentor, Technical Knowledge, Expert Communicator
Skills
Consultative sales, Relationship management, Product knowledge, Coach/Mentor, Innovative problem solver, Communicator, Leadership, Collaborative, Team oriented, Trusted advisor, Strategic planning, Educator, Sophisticated financial planning, Advice-based solutions, One-on-one high net worth consulting, Practice management consulting, Group presentations, Client account administration, Product cross sale, Regulatory compliance
Information about Pappas Financial Investments
Company Rank: Not Available
Average length of employment : 8 years
Average salary of employees: $150,000
These are some of the questions we asked our climbers about their experiences with Pappas Financial Investments:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Pappas Financial Investments had these interests:
| Books | |
|---|---|
Lords of Finance: The Bankers Who Broke the World |
Historical account of four key central bankers during pre- and post World War I until the US Stock Market Crash of 1929. |
| Websites | |
| Thoughts From the Frontline http://www.frontlinethoughts.com |
Financial and Economic News, Analysis, and Research |
| CNBC http://www.cnbc.com |
Business news, Financials, and Corporate Earnings |
| LinkedIn http://www.linkedin.com/pub/kei-alo/1/935/4a1 |
Professional social network and information sharing. |
