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First Vice President
With nearly 20 years of financial services industry experience, Bonnie serves as a First Vice President for the North Eastern states. For Bonnie it’s all about the relationships. As a previous sole proprietor and owner of a consulting business, Bonnie understands the complexity of moving a book of business and the impact it has on the financial professional both personally, financially and emotionally.
“This is and always will be a people business” says Bonnie, “We need the financial professional more than they need us and we work every day to earn our financial professionals' business. It’s the key differential when comparing broker-dealers. SEcurities America is 100% committed to the independent financial professional. With a 4-1 rep to employee ratio, and our results proven practice management tools and programs, Securities America delivers on the perfect balance between large-company resources and a small-company feel with a personal touch.”
In partnering with many of Securities America’s OSJ offices in their branch expansion efforts and recruitment of new financial professionals to assist in marketing campaigns, succession planning and acquisitions. She has a bachelor’s degree in management and marketing from William Penn University and is a member of Society of Human Resource Management (SHRM) and Women in Financial Services and Insurance (WFSI)