Investment Products INVESTMENT PRODUCTS ENGAGEMENT SUMMARY Client: Regional bank Engagement: Our client, the Regional Sales Director, was responsible for integrating his sales... force with the insurance product sales force of a newly acquired bank .The new sales force had no previous experience in sales of investment products. Its offices were spread across... program that integrated existing academic training and marketing materials. It was designed to be administered as a decentralized program with a centralized certification process...

Jeremiah Associates - Advisory Services, Learning Programs, Open... Jeremiah Associates, a professional services firm, provides Consulting, Content Development and Training... to the global financial services industry. Our clients include leading banks and brokerage firms, institutional investors, custodians, industry service organizations and global...

Trading System TRADING SYSTEM ENGAGEMENT SUMMARY Client: Broker/Dealer subsidiary of a global bank Engagement: Document the functionality of a global trading system... and developed a Quick Check page for inquiries into frequently referenced functions and reports. Our documentation served as the basis for implementing the system and training staff...