all sales activity in our CRM. Keep in excellent communication with the Manager of Home Care Acquisitions and prepare reports... complexities of finding the right senior care solution for their loved ones across home care, independent living, memory care...
all securities related registration for the firm and its licensed individuals. This includes new offices and updates, acquisitions.... Bring any RAPP sheet issues to the attention of Department Manager. Process Form U4s, U5s, & BRs. Make prompt amendments...