SSN is pleased to announce the formation of our Advisory Services Team, a new support offering dedicated to bolstering your advisory brokerage business. The new Advisory Services Team will focus on streamlining and supporting all of SSN’s advisory programs, including Enact, Encompass and Encompass SMA.
Dave Melendy has been promoted to serve as Advisory Services Team Leader and will work side by side with Advisory Services Team Specialists Kristen Bales and Megan Wells-Putz. Dave will continue to report to me and maintain his trade and portfolio management support duties. With Dave’s Operations and Trading expertise, combined with Megan and Kristen’s experience in Advisory Fee billing, we are confident this realignment will improve the support you receive for your advisory business.
Contact the team via email at firstname.lastname@example.org or directly by phone at 800-852-7367. Please join me in congratulating Kristen and Megan in their new roles, and Dave on this well-deserved promotion.