Jimmy T Email Address

Onboarding Specialist

Guideline is an all-inclusive 401(k) provider designed for growing businesses. Our robust technology handles all plan administration, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant and no management or advisory fees.

A dynamic, detail-oriented, Relationship Manager with a strong ability to collaborate with a team to source and develop new business opportunities, and support existing client relationships. Comprehensive financial knowledge supported by the ability to develop a strong network of intermediaries and provide holistic financial recommendations to clients. A motivated business economics graduate, combined with years of hands-on experience in the industry. Recognized as a leader with a strong concentration and enormous drive to meet both company and client expectations. Selected Highlights ● Received multiple promotions, consistently closed $2,000,000 in measurable loans and have been directly responsible for generating and increasing revenue and residual profits for assigned office. ● Ensure flawless territory management across 4 stores in 16 months by building a diverse, affluent book of business. ● Consistently met and exceeded sales quotas quarter over quarter, and was subsequently accepted in the Private Banking Program.