Elizabeth M. Milacek
Summary
Dynamic and innovative leader who brings a positive attitude and a strong passion for delivering exceptional guidance and advice in the financial industry. Track record of building strong relationships, effectively resolving conflicts, and thriving in a team environment. Exceptional problem-solving, communication and interpersonal skills. Passionate about helping advisors achieve long term success.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Advisor Relations Associate
JFC Advisor Network LPL
03.2023 - Current
- Develop relationships with advisors and staff to ensure consistent retention and loyalty.
- Act as a liaison between advisor and broker dealer by creating strong connections and working amicably with both parties to reach desired outcomes.
- Assist advisors in preparing for succession by helping increase the value of their book and identifying an ideal successor.
- Consult advisors on business management and growth strategies.
- Participate in networking events to expand professional connections and attract new advisors.
Director, Partner Acquisitions
Carson Group
01.2020 - 03.2023
- Created and implemented an innovative strategic program to realize opportunities in Mergers and Acquisitions, resulting in increased revenue and partner satisfaction.
- Coached partners on how to create a value proposition, understand terms of deal structures and increase business valuation.
- Sourced and cultivated opportunities through partner accountability in activities that build their brand and network, creating resources to help facilitate recruiting and due diligence and engaging with internal sales and third-party partnerships.
- Built strong relationships with partners by identifying needs, understanding goals, and problem-solving to help with retention.
Regional Consultant
Securities America
01.2015 - 01.2020
- Collaborated with cross-functional teams to develop innovative solutions tailored to meet advisor needs and expectations.
- Increased revenue by cultivating strong relationships with new and existing advisors, expanding business opportunities.
- Exceeded quarterly sales goals consistently through proactive prospecting efforts such as cold-calling, networking events participation, and social media outreach strategies.
- Negotiated incentives based on cost basis analysis and data collection from prospects.
Client Service Representative
COR Clearing LLC
08.2013 - 12.2014
- Provided excellent service to executive and operations personnel from multiple brokerage firms
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
- Collaborated with cross-functional teams to ensure seamless delivery of services, resulting in higher client satisfaction levels.
- Created training plans and trained introducing Broker Dealers in person or virtually.
Technical Support
TD Ameritrade
04.2011 - 07.2013
- Researched and accurately responded to escalated complex client technology inquiries.
- Served as a liaison with internal and external development staff on projects involving implementation and modification of systems & tools.
Investor Services Representative
TD Ameritrade
03.2008 - 04.2011
- Enhanced client satisfaction by addressing and resolving investor inquiries in a timely manner.
- Acquired additional business and promoted the brand through lead generation.
Education
Bachelor of Science - Business Management
University of Nebraska Omaha
Omaha, NEBachelor of Arts - Counseling
Nebraska Christian College
Papillion, NESkills
- Mergers and Acquisitions
- Relationship Management
- Coaching and Mentoring
- Presentations and public speaking
- Program Management
- Strategic Planning
- Business Development
- Business Consulting
Certification
- FINRA Series 7, 11/01/09
- FINRA Series 63, 11/01/09
Timeline
Advisor Relations Associate
JFC Advisor Network LPL
03.2023 - Current
Director, Partner Acquisitions
Carson Group
01.2020 - 03.2023
Regional Consultant
Securities America
01.2015 - 01.2020
Client Service Representative
COR Clearing LLC
08.2013 - 12.2014
Technical Support
TD Ameritrade
04.2011 - 07.2013
Investor Services Representative
TD Ameritrade
03.2008 - 04.2011
Bachelor of Science - Business Management
University of Nebraska Omaha
Bachelor of Arts - Counseling
Nebraska Christian College
- FINRA Series 7, 11/01/09
- FINRA Series 63, 11/01/09
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