5.0
Jun 13, 2014
Current employee, more than 5 years
Waco, TX
Recommend
CEO approval
Business Outlook
Pros
Management and Upper Executives very knowledgeable in the business and actually cared about team members. Always encouraged training and growth and cross training through the departments. Training and relationships with the clients were encouraged in order to educate the clients to be a better investor and owner of their IRA.
Cons
Some of the challenges were the software solutions that were implemented and the cross communication through out the departments with documents required and documents that were received. Communication between departments was less than stellar and unless you had a relationship with someone in the department there was little to no resource sharing.