Want to put a face with the name of those on the other end of the phone, helping you with your requests, issues and needs each and every day in the Advisor Support Center? This is your chance! American Portfolios will ahve its Advisor Support Center up-and-running on-site at the conference, taking calls and speaking with investment professionals. Stop in to say hi and ask any other questions you might have.
Hosted by:
Mike Kaufherr, Advisor Support Center Director
Tina Barry, Advisor Support Specialist
Mary Ellen Sciortino, Advisor Support Specialist
Debbie Ermmarino, Advisor Support Specialist
Trish Baldassarre, Advisor Support Specialist
Where:
Wampanoag
When:
Wednesday, Oct. 23, 9 a.m. - 4:50 p.m.
Thursday, Oct. 24, 9:30 a.m. - 2:45 p.m.
HomePort and AP Corporate Resources
Stop by AP's HomePort booth and kiosks to ask and have answered any questions regarding the firm's main operating platform, HomePort, as well as other Web and technology programs, such as: STARS, Portfolio Insight, Albridge, NetX360, The Independent, AP Support, Nine Points, IP Profile, My Rep Chat and so much more.
Hosted by:
Andrew Dorfman, Vice President of Platform Development
Atindra Barua, Vice President of Technology Strategy
Rahul Darda, Vice President of Global Operations
Mike Paxson, Business Process and Technology Platform Manager
Amber Kane, Advisor Technology Analyst
Shannon Burke, Advisory Billing and Commission Associate
Have questions about American Portfolios, your practice, products or programs? Thinking of taking your buisness in a new or different direction? Connect with your new business development team throughout the conference, where they will be available to answer any questions you might have, provide information and help you create an actionable plan.
Hosted by:
Dave Molter, Vice President of Businss Development and Advisor Relations
Ken Aulbach, Vice President of Sales
Corey Brodsky, Director of Practice Managment
Keith Carravone, Director of Insurance Products
Carl Kirchner, Sales and New Business Development Consultant
Tom LoManto, Advisor Business Consultant
Mike Boccio, Business Consultant
Kaitlyn Stanley, Business Consultant
Mark Ferro, Business Sales Consultant
Where:
Narragansett
When:
Wednesday, Oct. 23, 9 a.m. - 4:50 p.m.
Thursday, Oct. 24, 7:30 a.m. - 3:00 p.m.
Friday, Oct. 25, 8 a.m. - 9 a.m.
Nine Points Investment Management (NPIM)
NPIM provides an alternative to traditional packaged advisory products, with a commitment to unbiased recommendations and personalized services. As the exclusive asset manager and fund strategist within the Nine Points Advisory Services Platform, NPIM applies a disciplined and consistent approach to asset allocation portfolio design.
Make an Appointment for a One-on-One Session by E-mail Below!
Cliff T. Walsh, Chief Investment Officer
ctwalsh@americanportfolios.com
Sam Rozzi, Manager of Due Diligence
sjrozzi@americanportfolios.com
Cybersecurity is a growing concern and focal point for many businesses and industries, and financial services is no different. With so much personal information stored for clients accounts, there is much at stake. When an organization has a strong sense of network security and an effective incident response plan, it is better able to prevent and mitigate cyber attacks.
AP is at the forefront of this threat, and has a dedicated Information Security resource available not only for the firm, but its valued advisors.
Drop in to Discuss with AP's Information Security Manager!
John Rodriguez, Information Security Manager
jrodriguez@americanportfolios.com
All American Portfolios Financial Services, Inc. (AP) annual conference attendees should be aware that there are official photographers and videographers on-site during the conference. With your registration, you are giving permission to AP to use your name, likeness, image, voice, interview and performance to appear in photographs and videos that will be published by AP in video, hard copy publications, on a Web site, digitally and/or by any other means. The copyright will be held by AP. This copyright includes any and all rights – but not the obligation – to include the work in present and in any future publications of AP, in any format or media, currently existing or not yet invented.
