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Betheney McIntosh

Betheney McIntosh

Registered Client Service Associate

Stifel Nicolaus

Toledo, OH

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Stifel Nicolaus

Registered Client Service Associate

Assisted a top producing stock broker for nearly 12 years in all aspects of maintaining a 350+ million dollar book of business including but not limited to: preparing reports, monitoring portfolios, conducting research, typing correspondence, creating spreadsheets, contacting clients & making recommendations, meeting with clients, and processing paperwork. Also assisted stock broker with many personal aspects of her life including travel arrangements, bill payment, moving arrangements and multiple other tasks that were assigned.

Career medium 06
Career

NASD and State Insurance Licensed

Series 7, Series 63 & Life, Health & Variable Annuities Licenses earned

Bedford High School