Elliot Engebretson

About

Elliot Engebretson is a Senior Client Service Associate with Broadridge Financial Services, providing ongoing relationship management for Broadridge and Matrix Trust's third party administrators (TPAs) and record-keepers. Servicing a $4 billion global Fintech leader and part of the S&P 500 Index, coordinating relationship management of dedicated TPAs through day-to-day numerous trading, reconciliation, and investment issues. Past Experience: RPM Conversions Specialist - TD Ameritrade Trust Company: Directing ongoing relationship management for TD Trust's TPAs and record-keepers through critical process of plan establishment and asset transfer. Initiate superior onboarding/client due diligence to identify additional outside assets. Case Design Specialist - Gradient Investments: One of the most progressive resources to hit the financial industry in recent years. It’s the first portal of its kind to be introduced to the independent financial services professional. You no longer have to waste time and energy looking for the best products, tax solutions, market research or spend your time designing presentations. We have assembled industry experts to work together in a “think tank” and come up with the best solutions for your clients. Case Central includes a team of individuals who boast professional designations and licensure, including CFPs , CFAs and CPAs. Account Specialist - Gradient Advisors: A registered investment advisory firm (RIA) managing assets of high net-worth individuals and institutional investors. We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing comprehensive financial solutions. Our diverse selection of financial products and services includes insurance, investment advisory services, asset management, securities. Plus we offer access to tax and compliance services through our third-party affiliates: Stovall and Associates, Ltd. and RIA Registrar, LLC.