Symmetry Partners

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10nov2:00 pm3:15 pm2:00 pm - 3:15 pm(GMT-05:00) Creating Your 2023 Growth Plan

Hosts

   

Andrea is responsible for managing all of Symmetry’s digital initiatives and properties, including websites, email, campaigns, social media, and lead generation. She also works closely with Sales to help deliver a better digital experience for Symmetry’s clients and prospective clients. She oversees marketing automation and Hubspot CRM and consults regularly with Advisors on their own digital marketing.  Andrea has both Hubspot Marketing and Hubspot Sales Certifications. Previously at Symmetry, she worked in National Accounts assisting in the training of sales desk partners and running campaigns for broker dealers.

 

 

 

Mr. Storer has more than 15 years of experience in the financial services industry. He has worked with leading financial services firms including Wachovia, John Hancock, Merrill Lynch and New York Life Investment Management. During his career, he has worked with financial consultants and their clients throughout the United States in implementing investment strategies designed to help them in reaching their investment and retirement goals. 

Time

(Thursday) 2:00 pm - 3:15 pm(GMT-05:00)

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