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WEBINAR ENDED

AssetBook Quarterly Webinar June 21st, 2017

About This Webinar

Join us for our end of quarter webinar where we will update you on everything NEW at AssetBook including schedule for end of quarter processing, best practices, best approach for support and a company update. We will also be introduce you to our NEW help library!

Who can view:
Webinar Price: Free
Webinar ID: 9027d0f75826
Featured Presenters
Webinar hosting presenter Sarah F
Administrator
Sarah Flanagan, of Oakland, MD began working with AssetBook in 2009. Sarah graduated from Frostburg State University in 2004 with a Bachelor of Science in Business Administration with a concentration in Management. She has worn many hats at AssetBook. She started in database administration and support, has traveled to sales conferences, has worked with clients overseeing the client fee billing support. Her main focus is office and accounting management including human resources and daily accounting tasks.
Webinar hosting presenter
CEO
AssetBook Founder and CEO, Rob Major, of McHenry, Maryland began working on the technical side of the financial services business in 1992. He has spent his career working directly with advisors both in-house and as a technology consultant.
Rob has established himself as one of the industry experts in portfolio management software, and has been at the center of providing firm specific software and time-saving automation for financial advisors. His career took off in the late 1990s when he co-founded Techfi Corporation, and served as its V.P. of Sales and C.M.O.
Rob and his development teams have developed numerous portfolio management and trading systems. His latest venture, AssetBook, is a powerful web-based portfolio reporting and trading system with a full data service component. AssetBook helps advisors create efficiency in their firms through its user friendly software, personalized service and value pricing.
Rob attributes his success in serving Advisors to focusing on client relationships, in order to gain an understanding of their specific needs.
Webinar hosting presenter
Support Specialist
Support Specialist, Amy, of Oakland, Maryland began working in the financial industry in 2007. Her career began with an interest in accounting that lead to a passion for finance.

Amy got her start in the finance industry in banking which later opened opportunities with Portfolio Management Software. She worked with Morningstar, Inc. as a Database Analyst managing more than 20 databases on a daily basis. Through extensive trainings and one-on-one client interaction, Amy became an expert in database management and client support.

Her role at AssetBook began in 2011. During which time she obtained a Bachelors of Science in Business Administration with a minor in Marketing. Her current position of Support Specialist allows her to interact with many clients regularly. She strives to provide excellent support to ensure the success of each AssetBook client.
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