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Senior Regional Director
With more than 15 years of financial services industry experience as a Senior Regional Director 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 advisor both personally, financially and emotionally.
“This is and always will be a people business” says Bonnie, “We need the advisor more than they need us and we work every day to earn our advisor’s business. It’s the key differential when comparing broker-dealers. SAI is 100% committed to the independent advisor. 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 advisors 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)