HOUSTON, March 11, 2021 / PRNewswire / – Goodman Monetary Company has introduced the hiring of its new workforce member, Linda mccoy, CFP®, CMT fulfilling the function of Chief Shopper Officer.
As Chief Shopper Officer, Linda’s tasks embrace overseeing the agency’s monetary advisory workforce and executing the consumer expertise. As well as, she oversees the initiatives and initiatives of the monetary advisory workforce whereas contributing to strategic pondering and the execution of the agency’s imaginative and prescient. Previous to becoming a member of Goodman Monetary, Linda was a number one business speaker and investor training teacher at TD Ameritrade. Most just lately, she was Department Supervisor TD Ameritrade, a pacesetter in consumer providers and monetary advisors, persistently delivering a top-notch buyer expertise by way of goal-driven monetary planning and personalised options for purchasers. purchasers.
Linda has over 20 years of management expertise within the monetary providers business, within the areas of technique, consumer relationship administration, product and repair improvement, and international implementation.
“Linda’s expertise, abilities and dedication to the client expertise make her an unimaginable asset to Goodman Monetary. Along with her in-depth data and confirmed successes, we’re delighted to see the brand new views she brings to our workforce, ”mentioned Steve goodman, Chairman, Goodman Monetary.
Goodman Monetary stays dedicated to growing its proficient workforce and offering the most effective service and expertise to its purchasers. For that reason, every workforce member is employed based mostly not solely on their skilled expertise and experience, but additionally on their character.
About Goodman Monetary:
Goodman Monetary is a fee-based funding administration and monetary advisory agency situated solely in Houston, texas, serving prospects throughout the nation. Based in 1988, Goodman Monetary has over 30 years of expertise serving to purchasers obtain their long-term monetary objectives. Goodman Monetary has no affiliation with any insurance coverage firms, banks, mutual funds or brokerage corporations, and funding choices are made with the most effective pursuits of our purchasers as our prime precedence. With a customized strategy and prudent funding choices, fiduciary providers embrace monetary planning, retirement planning, tax effectivity, portfolio administration, pension funds, foundations, endowments and associations. Shoppers embrace people and establishments comparable to trusts, household restricted partnerships, endowments, not-for-profit organizations, pension plans and personal foundations who worth personalised service and options tailor-made to their objectives. distinctive.
SOURCE Goodman Monetary Company