MEET OUR TEAM
Our professionals include an experienced Leadership Team, Back-office Support Staff and Product Specialists.
To find out more about our experienced team of professionals, see our company LinkedIn profile HERE.
Back Office Support
We have a full team of professionals with over 50 years combined experience who are focused on serving the administrative needs of our Vanderbilt advisors. They provide customized administrative support for each advisor depending on their specific needs including assistance with day-to-day business processing, sales and operations support.
Our hardworking operations department helps to speed up processes that can be tedious, long, and bureaucratic at larger firms so that our advisors can focus on what’s really important- growing their business. Our in-house bond desk and sector strategies give advisors an edge over the competition.
Utilizing Docupace’s straight through processing system to submit business makes compliance approval and turnaround an extremely quick and easy process. Our consultative compliance team ensures that each piece of business is handled with an individualized approach that meets the client’s needs and goals.