- Prime Interest Rate Lowered to 3.25%
- JULY promotes Blake Willis to serve as Chief Operating Officer
- JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
- The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
- Learn about the changes and relief the CARES Act provides for retirement plan participants.
Event Presentation
-
Behavioral Finance: How Investment Biases Affect Investor Decisions and Influence Market Trends
-
Dynamic Currency Hedging
-
How To Manage Your Practice and Have Time To Grow Sales
-
Keynote Introduction
-
Is this really the future?
-
The Power of Cash Balance Plans: A Peer Panel Discussion
-
The Power of Plan Wellness
-
Thriving in the New Normal: Reframe Your Value Around Client Goals
-
Tips from The LinkedIn Coach
Robb Beall
Vice President, MSCS Sales, Retirement
Linkedin
Robert Beall is a Vice President for Matrix Financial Solutions, a Broadridge Financial Solutions company (NYSE: BR). Matrix is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $425 billion in customer assets processed through its trading platform.
As a Vice President of Sales, Robb has helped establish Matrix as one of the leaders in providing back-office products and services to the financial services industry, including its award-winning mutual fund and ETF trading platform and custodial services. Since becoming one of the lead sales and relationship managers, Matrix has consistently achieved year-over-year growth and outstanding customer satisfaction.
Robb has worked in the Financial Services industry for over 27 years. Mr. Beall received B.A. in Marketing from the Metropolitan State University of Denver and holds the following designations: FINRA Series 7, 66.
SPEAKERS & SPONSORING ATTENDEES
SPONSORING COMPANIES
Contact us
Contact Info
- Leslie Smith
- P : 254-296-4015 x 3147
- M : 512.970.4319
- E : lsmith@julyservices.com