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RIA Buildout (Client Relations / Experience / Administration (PR Frim…

- - - - Transfer Client Positions
- - - - Phones
        Headsets
        Computers
        Servers
        Fax
        Printers
        Scanners
    - - Email, Microsoft Products, Video Conferencing, etc.
- - - - ADVs and SEC Registration
- - - - IT Provider
        CRM
        Financial Planning Software
        Performance Reporting Software
        Research
        Custodian
        Document Storage / eSignature
        PR Firm
        Interior Designer
        Web Developer
        Graphic Designer
        Photographer
        Outsourced Compliance Firm
        Legal Counsel
        Insurance
        Benefits
        Payroll
    - - Vendor Price Negotiation
        Contract Finalization
        Creation of detailed project Plan